Comment by oblio

All those use cases would probably use up 1% of the current AI infrastructure, let alone ahat they're planning to build.

Yeah, just like gas, possible uses will expand if AI crashes out, but:

* will these uses cover, say, 60% of all this infra?

* will these uses scale up to use that 60% within the next 5-7 years, while that hardware is still relevant and fully functional?

Also, we still have railroad tracks from the 1800s rail mania that were never truly used to capacity and dot com boom dark fiber that's also never been used fully, even with the internet growing 100x since. And tracks and fiber don't degrade as quickly as server hardware and especially GPUs.