The rapid growth of AI datacenters, fueled by insatiable demand and requiring massive energy resources, is sparking concern amongst industry observers. Some are drawing comparisons to the telecoms boom and bust, questioning the long-term sustainability of the current AI trajectory. The intense capital expenditure on infrastructure, coupled with uncertain future revenue streams, raises the specter of a potential market correction. The question being asked: are the lessons of the telecoms crash being ignored in the rush to capitalize on AI? This topic was recently discussed on Reddit, highlighting growing unease within the tech community.
AI Datacenter Expansion: Echoes of the Telecoms Bubble?
