> The demand for AI data centers is global

Not saying there isn’t demand, but it’s definitely artificially inflated by VC-fomo and circular-funding ~~fraud~~ shenanigans.

> If OpenAI, Anthropic, and xAI weren’t building them

One of these companies is responsible for buying up DRAM wafers, in what still appears to be an attempt to deny them to everyone else, and another one of these companies seemingly exists to launder money for a fascist billionaire.