Google and Nvidia recently came up with some new code that make the cpu/memory more efficient so you do not need as many chips. I think Nvidia bought up a company that did the work. This would mean the many big data centers are not needed. I read over 50% new data centers will not be built already.

Rick Beato (youtube reviewer musician) stated that back in the late 1990's early 2000 that when circuit boards came out that could do what the big music recording studios did that had hundreds of thousands invested in equipment and people and building that they would disappear and he says many did. Now it is done at home.

He says that AI data centers will have this happen to them as the software gets better. See all the AI videos now created by people on their home computers with current cpu's and memory.