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
Besides what the article brings up, such AI adoption feels like an artificial move. And from what I can observe, any artificial changes come crashing down at some point, damaging everything that grew dependent on it, and what remains of it is but a fraction of what it once was, and very unlikely to increase much again.
"Enterprises might discover that production agent deployments are harder than demos suggest. Hallucinations in high-stakes workflows, regulatory concerns around autonomous AI systems, or implementation complexity could slow adoption dramatically. If the agent future takes 5-7 years instead of 2-3, there's a painful gap where billions in infrastructure sits waiting for demand to catch up."
Yes. AI agents in infrastructure are a fundamentally stupid idea, at their very core.
Learn to write a bash script or pay someone competent to do it.
Almost no one needs a shittier solution that is 1000x faster to implement while 100x more likely to make profit-margin-evaporating mistakes.
Even the idiots calling the shots today are bound to notice this.
There's a third category of adoption to consider: "between 7 years and - let's not fucking do this, it is stupid"