The other side of this is that if this is over investment (likely)

Then in 5 years time resources will be much cheaper and spur alot of exploration developments. There are many people with many ideas, and a lot of them are just lacking compute to attempt them.

My back of mind thought is that worst case it will be like how the US overbuilt fiber in the 90s, which led the way for cloud, network and such in 2000s.