These AI datacenters generally have invested quite a lot in Nvidia Chips and completely high end hardware by having DDR5 Chips etc.

And even more than that, the largest things for these things is how to supply enough water properly and water-cooling systems which aren't required in traditional systems.

They also are very conditional and spike the grid up and down with their use cases slowing the grid.

If the bubble bursts, which it will, It's hard to justify the billions of dollars spent on AI specific datacenters for essentially the bricks and mortars. I don't think that its very sound decision that they were worth building, it might make some compensation but not enough, in my opinion.