Two days ago I talked to someone in water management about data centers. One of the big players wanted to build a center that consumed as much water as a medium town in semi arid bushland. A week before that it was a substation which would take a decade to source the transformers for. Before that it was buying closed down coal power plants.

I don't know if we're in a bubble for model capabilities, but we are definitely hitting the wall in terms of what the rest of the physical economy can provide.

You can't undo 50 years of deffered maintenance in three months.