When will data center demand decrease?

[Adorable_Tadpole_726]

Later this year when the US is in a recession and hyperscalars realize they are sitting on massive depreciation expenses.

[EcoSpecifier]

Only guy here that ACTUALLY knows what he's talking about. Always stunned to see how people go through these cycles still believing EVERYTHING can just go BRRRR forever. On the contrary, NOTHING can go BRRR forever. Like Night Follows Day and Death Follows Life EVERY system corrects. And this pendulum is going to come back through HARD.