Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
So what if data centers aren't getting built? On the supplier front, customers can (and do!) cancel orders, and if this happens, we’ll witness a repeat of the kind of beatdown that Cisco and other telecoms firms suffered during the dot com bubble.
https://www.wheresyoured.at/premium-what-if-were-in-an-ai-bubble-part-1/
2026-05-15T18:02:58.049Z