Daniel Roberts(@danroberts0101):Every new AI data center creates more demand for AI, not less. That's what people referring to past booms keep getting wrong about this one. Better AI needs more computing power to run. Cheaper AI gets used more, not less. And every step change in capability creates use cases that didn't exist a year ago. Demand grows at the speed of software, but supply cannot. Supply grows at the speed of the real world: power connections, transmission lines, concrete, steel, and the thousands of people it takes to build. In past booms, technology helped supply catch up. This time, technology is on the other side of the equation. It's fueling exponential demand, and the real world can't build fast enough to keep up.

2026.08.15 22:34

Every new AI data center creates more demand for AI, not less. That's what people referring to past booms keep getting wrong about this one. Better AI needs more computing power to run. Cheaper AI gets used more, not less. And every step change in capability creates use cases that didn't exist a year ago. Demand grows at the speed of software, but supply cannot. Supply grows at the speed of the real world: power connections, transmission lines, concrete, steel, and the thousands of people it takes to build. In past booms, technology helped supply catch up. This time, technology is on the other side of the equation. It's fueling exponential demand, and the real world can't build fast enough to keep up.

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