Martin Alderson personal blog
Are we repeating the telecoms crash with AI datacenters?
Looking at actual token demand growth, infrastructure utilization, and capacity constraints - the economics don't match the 2000s playbook like people assume
- Points
- 241
- HN comments
- 194
- Submissions
- 1
- Cited by
- 0 commenters
AI & Machine LearningTech Industry & Business2025
On Hacker News
| Submitted | Title on HN | Points | Comments |
|---|---|---|---|
| Dec 3, 2025 | Are we repeating the telecoms crash with AI datacenters? by davedx | 241 | 194 |
