People often think about tech bubbles in apocalyptic terms, but it doesn’t have to be as serious as all that. In economic terms, a bubble is a bet that turned out to be too big, leaving you with more supply than demand.
The upshot: It’s not all or nothing, and even good bets can turn sour if you aren’t careful about how you make them.
What makes the question of the AI bubble so tricky to answer is mismatched timelines between the breakneck pace of AI software development and the slow crawl of constructing and powering a data center.
Because these data centers take years to build, a lot will inevitably
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