This is why I’m not worried about an imminent AI bubble burst. The data centers will be built, the GPUs have already been ordered, etc. What I am worried about is what happens when in 2-3 years time the AI companies need to find paying customers to use those data centers. Then it might be time to rebalance into gold or something.
Grid energy is lacking for now, which is why the new builds have their own power supplies. It’s a good time to be in the solar/battery/turbine industries.
