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midwaintoday at 9:34 AM1 replyview on HN

This is an assessment of the moment. When rate of AI data center construction slows down, then P/E will start to grow. Or are we saying that the pace will only grow forever? There are already signs of a slowdown in construction.


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jatoratoday at 12:44 PM

What are these signs you are referencing? Source?

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