alt Hacker News> A year from now, who knows what the situation is going to be like.
That cuts both ways, we are building datacenters for an immature technology that is quickly evolving. We have no idea what AI will look like in the next 5-10y. Everything that is planned to be built is based on the demand we see right now, not what it will be in the future. That means different GPUs that require different cooling systems, different power supplies, etc. NVIDIA already broke backward compatibility with their new cards, which requires a different infrastructure.
What is unserious is the opposite position: believing that we already know what will be valuable in the future and bet the entire economy on it, without any proof of positive ROI.
Directionally we are seeing demand for more compute.
It's a reasonable assumption that data centers that are set up for large power usage and cooling will be valuable.
Claiming the opposite based on, well, nothing at all, in order to forecast a correction, seems less reasonable.