Correct. The good news is eventually, the AI boom and hyperscalers will mature and weaken demand. But that won't be a year or two. I expect 5 years or so. But I don't know the time line. The other facet is this high demand will ramp up production until the demand subsidies. Fascinating for sure.
Do tell. What for example is a hyperscaler.
A company that builds and operates massive, highly scalable computing infrastructures designed to support enormous workloads—think cloud services, AI training, global applications, and storage at planetary scale.
Think AWS, Microsoft, Google, Meta, or Alibaba—that owns and operates hyperscale data centers.
TIL. Thanks, I didn't know the term hyperscaler but it fits. Hyper power hyper control...sheeeit.