Comment Re:Hype (Score 1) 30
I don't think that it's a problem of there not being demand. There probably just won't be enough demand to support all of the infrastructure being built. These big AI-players have a choice. They can either bet big and build big now and hope to be one of the last standing when the market shakes out, or they can not play at all and lose for sure. When it's all said and done (5 years?) there will only be a few big AI players still standing, and they are probably names we already know. That is the nature of the tech business.
All hail Oracle Enterprise Apps and SAP. They may suck, but they're the survivors in the big shake-out of that market.