[mbgerring]

I see you moving the goalposts! And that’s fine, because this is also wrong: the pace of AI datacenter construction far exceeds actual demand for AI datacenters or actual AI products. The current pace of construction is purely speculative.

[vasco]

Its if anything incrementally speculative, not purely, unless you think there's actually zero demand. And those datacenters are built to make money selling services, they aren't a vanity yacht.