This is an assessment of the moment. When rate of AI data center construction slows down, then P/E will start to grow. Or are we saying that the pace will only grow forever? There are already signs of a slowdown in construction.
This is an assessment of the moment. When rate of AI data center construction slows down, then P/E will start to grow. Or are we saying that the pace will only grow forever? There are already signs of a slowdown in construction.
What are these signs you are referencing? Source?
Like why would it slow down? If 1% of human capability is currently replaced with AI, how would things look if that number goes to 15%? When autonomous robots come into fruition as photo recognition improves, demand for compute will skyrocket.