Lots of reports about how #datacenter operators/#hyperscalers are working on huge #capacity#expansions because of the sudden demand for #AI model-building (and to a lesser extent, inference usage). i.e.
That one suggests capacity will triple over the next 6 years. Triple!
Easy #prognostication: in 2 or 3 years, when many companies realize "AI" isn't helping them much, they'll cut back. All that spare capacity makes #cloud#prices plummet...