IronWing
No Lifer
- Jul 20, 2001
- 73,505
- 35,196
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Back in the 90s and up to the dot com bust, there was a fiber optic boom/bust. It was a spectacular misallocation of resources. The legacy of having all that dark fiber in the ground paid off a decade later when demand finally caught up. AI data center companies have reached the point where they are offering to pay for the build out of electrical infrastructure to feed their data centers. It might not be a bad thing to have a bunch of excess grid capacity in place after the AI bubble pops.








