FOMO. In addition to the below, AI is a huge bubble and the only way to win is to have the biggest and the most datacenters. So companies are in a rush to grow the fastest.

When the bubble pops, each hopes to remain on top, dominating a new industry and reaping untold wealth. However most of those companies will lose. Most of those datacenters will shut down. It will be “dead malls” all over again. It will be society impacted the losses of business excess again

Meanwhile a huge part of the problems they cause is we are way behind in infrastructure spending. We already weren’t able to get sufficient power everywhere needed. We already couldn’t easily support new power generation or large power users. Now we’re suddenly tripling projected power growth?

And infrastructure spending from the 2022 bill was mostly cancelled in the current political chaos. And we’re still not talking about being so far behind on infrastructure spending. We don’t seem to care that infrastructure in good repair would be much more resilient to sudden needs like this, much more able to support innovation