Ai is awesome - the b.u.s.t is coming unlike the devastation of the dot-com bust

Reddit r/artificial / 5/2/2026

💬 OpinionSignals & Early TrendsIndustry & Market Moves

Key Points

  • The post claims that major cloud providers and big tech companies have overbuilt data centers and are left with capacity that lacks current customers.
  • It argues that internal evidence from people involved in these data-center builds indicates a mismatch between supply and demand.
  • The author suggests that an AI-driven boom is still coming, contrasting it with the earlier devastation of the dot-com bust.
  • The overall message is speculative and framed as a warning/expectation about timing and market dynamics rather than a confirmed, data-backed report.

All major Cloud providers and tech giants Meta, Oracle, AWS have over built datacenter and are sitting idle with no customers using them. There's clear evidence from folks working internally on the datacenter builds

good luck

submitted by /u/blueheron-seattle
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