alt Hacker News> Why is that not going to happen next time?
Because this shortage isn't natural, it's the result of OpenAI flexing monopsony power to deprive everyone else for its strategic gain. Unlike an organic shortage, there is no compelling reason for otherwise excess capacity to be built, since this artificial shortage can end as arbitrarily as it started.
The datacenters are still going to be built, and their usage won't suddenly fall just because the companies behind some of the products on them suddenly lose value. The demand is not tied to their profits, so I find it unlikely for the shortage to just end.