So, I’ve been reading about the potential parallels between the telecoms crash and the current AI datacenter boom. It’s an interesting comparison, and it got me thinking – are we really repeating the same mistakes?
If you remember, the telecoms crash happened because of overinvestment in infrastructure that wasn’t fully utilized. Companies were building out massive networks, expecting a huge demand for bandwidth that didn’t quite materialize as quickly as they thought.
Now, let’s look at what’s happening with AI datacenters. We’re seeing a similar rush to build out huge datacenter infrastructure to support the growing demand for AI computing power. But, are we overestimating the demand? Are we building out too much capacity that will eventually go underutilized?
It’s a complex issue, and there are many factors at play. But, it’s worth considering the potential risks of overinvestment in AI datacenters. If we’re not careful, we could be facing a similar crash in the AI industry.
On the other hand, it’s also possible that the demand for AI computing power will continue to grow at an incredible rate, and the investment in datacenters will pay off.
Either way, it’s an important issue to think about, and it’s worth keeping an eye on the development of AI datacenters and the potential implications for the industry.







