On HN there are a lot of people who truly believe that this whole thing is hype and the bubble will burst and things will go back to how it was before.
The real answer to “how many data centers do we need” is hard. Anyone giving confident answers to this should be suspicious.
The easy type of answer you get from those kind of people will always be “we are building too much”. They’d have said that 3 years back and have no shame in admitting it.
The thing is, you can overestimate or underestimate. Both have cons. The people sincerely believing this is all hype will always underestimate because all their epistemic muscle haven’t been used.