AI seems like it is speedrunning all the phases of the hype cycle.
"TD Cowen analysts Michael Elias, Cooper Belanger, and Gregory Williams wrote in the latest research note: “We continue to believe the lease cancellations and deferrals of capacity points to data center oversupply relative to its current demand forecast.”"
Wait, any sources for that? Because everywhere I go, there seems to be this hype for more AI data centers. Some fresh air would be nice.