Timely warning. But might end up inconsequential once the AI bubble bursts.

Psst -- wanna a data centre ... cheap?

Well they are building new silicon fab facilities on a big scale as fast as they can, but these things take time. And are very expensive, with not that many different companies involved.

With new construction that's way more expensive than ever, which locks in high costs like never before.

But that's not the point, doing it as fast as possible puts enough additional pressure on the final price of the product to be about twice what it would have been otherwise.