There's money now to _build_ these massive data centers. If there is long-term money to operate, we'll see.
It might mean we'll get cheaper cloud compute in the future, but I'm also positive on the market's ability to absorb the excess capacity quickly. It's Jervon's paradox.
I am less exuberant on market willing to pay the rates that are need to cover the loan servicing costs of these investments. Numbers look really suspicious because they are so significant compared to economy in general.
It might mean we'll get cheaper cloud compute in the future, but I'm also positive on the market's ability to absorb the excess capacity quickly. It's Jervon's paradox.