Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
If data center construction slows or stalls, neoclouds and hyperscalers will suffer. $748bn of Microsoft, Google and Amazon's backlog is entirely dependent on them building gigawatts of capacity they don't have and that isn't getting built with any real urgency.
https://www.wheresyoured.at/premium-what-if-were-in-an-ai-bubble-part-1/
2026-05-15T18:02:57.975Z