Will the AI Data Centre Boom Become a $9 Trillion Bust? FT Analysis with 1.26x Comment Ratio — 46 Points, 58 Comments

Financial Times / Hacker News·medium signal

Financial Times analysis questions whether the AI data center buildout will become an infrastructure bubble, with the 1.26x comment-to-point ratio indicating intense debate on HN. McKinsey estimates $7T in global DC capex by 2030, hyperscalers added $121B in new debt this year (4x the five-year average), and the Bank of England is reviewing DC lending exposure. The piece arrives as Sanders/AOC push a data center moratorium and community opposition has already blocked or delayed 36 US data centers.