I expect China to overbuild and the west to underbuild.
Overbuilding energy doesn't seem like a problem, if Jevon's paradox applies to ANYTHING, it applies to energy.
I know which error I’d prefer to be making.
You say that and OpenAI is signing compute deals in excess of 20X current revenues.
Overbuilding energy doesn't seem like a problem, if Jevon's paradox applies to ANYTHING, it applies to energy.