U.S. data centers will consume about 8% of all electricity in the country by 2030, according to the International Energy Agency...
Is the bubble going to last that long? I have some doubts.
So what do you actually think will happen? You do know that we're already PAST the market correction of "oh, turns out you can't fire your entire team of developers and have the CEO vibe code a product"? Also, even that didn't really happen outside of a few tiny cases like Wes Winder - cases that became memes but don't actually matter at all. What was market cap of Wes Winder, again?
So, OK, turns out the productivity boost is more like 20% rather than 100%, but still, pretty much all coding companies buy subscriptions to assisted coding for their devs. You think they're going to suddenly go "oh, crap, right, we should make haters happy rather than our devs more productive, we're cancelling our subscriptions"?
Also, the jury is still out on whether the "fire your dev team and vibe code what you want yourself" is the wrong move or the right move just 10 years too early. Those models are getting better by the day, while you keep mindlessly repeating outdated memes about counting "r" in "strawberry".
So yes, please tell me again, how exactly that "bursting" will happen. And don't talk stock, yes the stock market (not just AI) is a bubble, but to fix that you'd have to get the FED to stop printing a deluge of money. That's a topic for another discussion, but even if stock gets wiped out those data centers will still be standing you know.