[e40]

What the comments fail to point out (and I haven't read the article to find out if they address it): the number of data centers being built is based on speculation of need and is a dramatic over-estimate. It has to be. What, other than AI has happened in the last few years that would warrant that many new data centers? How do they know there will be customers for that capacity? There will not be advances in algorithms, etc that do AI much more efficiently? (We know China is making strides in that!)

It's complete speculation! It's the new gold rush and everyone wants a data center. Most of these data centers might not even be built! And the ones that are, might never make any profit.