> demand is going to be sustainable in the long term. Which I don't think anyone really believes.

I am one who think there is a chance it will sustain. AI is useful tool, Opus unlocks N times productivity gain for devs since Opus 4.5, which is available just for 3 months.

This means adaptation is just started, it could expand on all kind of usecases, niches, solving problems, products, etc, which could be N times more demand for compute from what we have now.