In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
Thanks for the link! Now that is what I call informative.
I’m subscribed to the newsletter, but it’s a lot of information so I don’t read every article. You should check out the backlog, there’s some good stuff in there.