In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
AI Data Centers: Big Tech's Impact on Electric Bills, Water, and More via @ConsumerReports
Massive data centers are gobbling up resources across the United States. The boom has just begun—and you may be paying for it.
AI Companies Are Trying to Hide a Staggering Amount of Debt
AI companies are pouring tens of billions of dollars into enormous data centers. They're being built on top of a mountain of hidden debt.
Timing Is Everything in the AI Bubble
This week's tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech's $1 trillion bet on AI is going to pay off.
SPVs, Credit, and AI Datacenters
How a new credit bubble is building in AI data centers
Inside the Dirty, Dystopian World of AI Data Centers
The race to power AI is already remaking the physical world.
Data center guzzled 30 million gallons of water and nobody noticed for months
Can AI save us from the AI industry’s endless thirst for water? Outlook not so good.
The Race to Rethink Data Centers for AI’s Power Surge
With energy demand already straining infrastructure, AI players are reimagining the data center from the ground up.
People Hate Datacenters, Survey Finds
The data drops as Sen. Bernie Sanders calls for a moratorium on datacenter construction. 'We need to take a deep breath. We need to make sure that AI and robotics work for all of us, not just a handful of billionaires.'
Dave Troy on Twitter / X
Fears over datacenters are distorted along a few important axes:1) anxiety over AI, future employment, and control; they symbolize what people fear they are losing,2) compute centralization, which is actually probably not going to actually occur, because of financial…— Dave Troy (@davetroy) August 21, 2026
You’re Thinking About AI and Water All Wrong
Fears about AI data centers’ water use have exploded. Experts say the reality is far more complicated than people think.
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
Companies That Replaced Humans With AI Are Realizing Their Mistake
As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.
With the backlash to data centers, Flock and AI glasses, a mass opposition to big tech is underway. Silicon Valley is in denial.
The backlash against data centers is difficult to understand if your salary depends on your not understanding it.
