It will stop when the data center bubble bursts. Right now a small group of companies are borrowing huge amounts of money to corner the market in compute in order to use it for AI. But there's no evidence that real AI revenue (as opposed to more borrowed money) will grow fast enough for them to pay for that debt, or that profit margins will be sufficient to make it worth it over the window they need to start recouping. When that realization hits the lenders and investors and the capital spigot shuts off, prices will crash. I think it will be very similar to a precious metals run-up.