I think we'll see prices crash within 12 months, because I don't think the data center bubble will last that long.
That's cope. We might get a small dip, just like we saw in stocks. Inventing machine intelligence unlocks a lot of automation and innovation. Any data centers the labs and hyperscalers manage to get online the next few years will get filled by demand.
<eyes-shut-with-fingers-crossed-hoping-the-decimal-is-wrong-and-they-meant-bubble-will-pop-in-1.2-months> /s
Same. Also because the margins are so high due to competition on the buyer side, bottlenecked by production which will continue to increase until there can be price competition on the producer side again.