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The unjustified leap here seems to be talking about Kardashev every requirements with relation to data centers.

Every massive technological leap that have big private buildouts results in massive overbuild. It's the nature of FOMO when a big civilization changing tech gets introduced.

Will AI change everything? Are too many data centers planned? The answer is almost certainly yes to both.

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Regardless, we'll need the processing power and the energy

Is that best spent on LLMs, world models, physical AI, who knows. But we'll need the infrastructure, what's being built is conservative

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