If you listen to the conventional wisdom, the hyperscalers, whatever that means already, have spent too much money on data centers and are now in the if you build it, they will come mode, which tends to be a bad business strategy. Most people seem to assume that these incredibly large investments are just lighting money on fire. We're told history will repeat itself.2000 beckets, the year of investing dangerously, and the NASDAQ will implode just like it did at the end of the dot era. the house of pain. >> ...