It feels like we're one technological breakthrough away from all of these data centers going up to be deemed irrelevant.
It took us only, what 70-ish years of computer and AI research to get to this point, so yeah, probably just one little thing and then we'll have it </sarcasm>
Seriously. I have never ever seen so many people so willingly drink the marketing kool-aid from companies selling their product before. It's scarier to me than any threats of AI actually disrupting society (because it is so far from being capable of doing that).
The cynical take is getting more and more to be the only rational one:
The promised mega-data center deals are meant to boost valuations today, not serve tons of customers three years from now.