Why it is BS that we are in an AI infra bubble... "We can't build data centers fast enough to keep up with demand. We're not building ahead of demand. We're building behind demand. We are trying to keep up with demand, not the other way around." @andrewdfeldman What does no one know that everyone should know when it comes to AI infra spending? @altcap @GavinSBaker @nathanbenaich @mmurph @embirico