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Re:I'm Not Convinced the AI Bubble Exists by wmf on Monday November 09, 2026 @12:00AM (#50421252)
Datacenters being delayed/canceled is actually good because it reduces overinvestment.
Re:I'm Not Convinced the AI Bubble Exists by wooger on Monday November 09, 2026 @07:26AM (#50424655)
Not if they've bought the land, started/finished building them and bought the GPUs already, but just can't get power. See the case of Oracle.