Rumor is that there just isn't enough power to turn on all those fancy AI accelerators or Datacenters.
There's a reason Microsoft just outright purchased the entire output of 3-mile island (a full sized nuclear power plant).
At some point, people will stop buying GPUs because we've simply run out of power.
My only hope is that we don't suffer some kind of ill effect (ex: double the cost of consumer electricity or something, or local municipalities going bankrupt due to rising energy costs). The AI boom has so much money in it we need to account for tail wags dog effects.
In a working market, we won't run out of power, but power becomes so expensive that it's no longer viable to use most of the GPUs. The boom shifts to power generation instead, and we will have a similar article "The power investment boom", where people will debate that we will stop building power plants because we've simply run out of GPUs to use that power.
Fortunately we're also electrifying transportation so there will be no shortage of demand for electrical power generation.