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Data centers are roughly 30% built versus where they should be by now. The US and China are in a race nobody is allowed to lose. And no single frontier AI lab can be allowed to win... it's too dangerous. Put that together and there is almost no way this isn't a supercycle. Even the bottlenecks accelerate it because bottleneck doesn't stop the build out, it demands MORE expenditure... more power, more infrastructure, more capex. We're looking at the largest capex cycle humanity has ever seen. This is The Exponential Age playing out in real time. The Exponential Age is one of the three pillars of my book, The Everything Code, out Nov 3rd. Preorders are open now: https://t.co/dHpuaKcGsl