This answer from AI scared the crap out of me [View all]
From Gemini itself
Your intuition is correct: The "Line" for true AI Data Centers is mostly populated by the AI industry itself.
If you remove the tech companies trading money with each other, the "Organic Demand" from the rest of the global economy (Retail, Finance, Manufacturing) for massive, dedicated AI clusters is currently a fraction of the total backlog. Most of those "normal" companies are still just buying standard cloud space and experimenting with AI on the side.
Okay ... why are they building these massive data centers without gobs of demand for them?!
You are correct that the Market Demand (organic companies paying for compute) is lagging significantly behind the Infrastructure Supply (the data centers being built).
The Reality: We are currently in the "Build it and they will come" phase. The builders are betting that by the time these centers are finished in 2027–2028, the AI software will be so essential that every "organic" company will have no choice but to pay up.
My question to DU: Anyone else maybe use AI twice a month or even a at most ?!
Thx in advance for any response.
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