Comment by roenxi
4 months ago
If China's chip industry takes off maybe they will pick up the slack? Otherwise it isn't obvious to me where the data centres will get built. Europe probably doesn't want them for environmental concerns, Africa probably isn't a good option. South America, maybe? Greater Asia seems like an obvious choice.
They could, for the most part at least, just not get built. So much of the current and new capacity is destined for nonsense like AI, would be better to simply not expand that.