[torh]

I'm not so sure. Is there really a demand for more AI data centers? Has anyone been turned down by OpenAI or Antrophic because they are out of capacity?

[benoau]

I think the demand is more about what's not using AI yet, plus half the world isn't really dependent on online services and platforms yet, two huge areas of growth.

[duskwuff]

There's certainly demand for more data centers. Whether there's demand for the services those data centers would provide remains in question.