[darthoctopus]

> Why is that not going to happen next time?

Because this shortage isn't natural, it's the result of OpenAI flexing monopsony power to deprive everyone else for its strategic gain. Unlike an organic shortage, there is no compelling reason for otherwise excess capacity to be built, since this artificial shortage can end as arbitrarily as it started.

[MadameMinty]

The datacenters are still going to be built, and their usage won't suddenly fall just because the companies behind some of the products on them suddenly lose value. The demand is not tied to their profits, so I find it unlikely for the shortage to just end.

[inigyou]

These data center projects are losing hundreds of billions of dollars which they don't have, and some evidence is starring to come out they're just money laundering schemes to get money from the government to contractors. I wouldn't bet on them all being built.

[m4rtink]

There far too many railways, amusement parks, housing developments and other bubble ventures that were either never even completed after wasting a lot of money or went bust soon after opening.

No reason the same can't happen now - especially for something as expensive and faily easily re-sellable as a datacenter & the hardware insite. Just rip it all out and sell it for parts where they are actually needed.