Part 12/13:
The final analysis underscores a fundamental contradiction: the AI and data center sectors are heavily inflated with financial and political capital, but the core business models face existential doubts. The huge investments, largely financed through debt and market speculation, may not yield the promised efficiencies or societal benefits.
As the bubble shows signs of strain, the risks include not only economic downturns but also the potential for significant disruption to society’s shared reality. The ongoing buildout, fueled by corporate greed, political convenience, and technological hubris, may ultimately lead to a reckoning—where excess capacity and unfulfilled promises collide with economic reality.