There is a distinct possibility that the credit expansion for the datacenter buildout will turn the AI bubble into a 2008 like situation. That would be painful.
True., however I think it'll probably be more like the fiber buddle in the dotcom era, withsome bankruptcies and a lot of excess capacity. I don't think it'll spread as wide as 08 because that had bad debt sprinkled so far and wide that everything was infected. I think this is more contained. I think. I hope. Because the pop is coming...