@nprofile1q... Fully agree! Can only see this challenge happening via some form of self-inflicted "correction" trigger, e.g. circular financing schemes running out of steam, increased risk or unwillingness/inability to fully commission hyperscale data centers, e.g. see Microsoft's challenges in Kenya and general DC cancellations in US... It seems things are moving (more)...

https://thekenyatimes.com/world-news/microsoft-ke-data-center/
https://tech-insider.org/us-ai-data-center-delays-cancellations-7gw-capacity-crisis-2026/