It’s not sustainable. The data centers need to produce money soon, and currently, it’s not even clear when they will get the power they need or if AGI/ASI is even possible with our current approach to LLMs. The money that went into the construction is gone, and no ROI is visible anywhere. The amount of debt is staggering, and debtors won’t wait forever.
Bubbles can last decades, this one won’t.
There is a reason why RAM production is not ramping up. The collapse is too close to make it feasible.








Well, they drive better in Germany than in France, Italy, or Bulgaria (from my personal experience).