It's good we are building all this excess capacity which will be used for applications in other fields or research or open up new fields.

I think the dilemma I see with building so much data centers so fast is exactly like whether I should buy latest iPhone now or should wait few years when the specs or form factor improves later on. The thing is we have proven tech with current AI models so waiting for better tech to develop on small scale before scaling up is a bad strategy.