The problem with that comparison is restaurants largely don’t have much room to adjust price or optimize cost. The AI industry is too new with many unknowns rig

The problem with that comparison is restaurants largely don’t have much room to adjust price or optimize cost. The AI industry is too new with many unknowns right now so investors are willing to take risk. For the hyperscalers the bet is that being left out is going to be a greater loss than overbuilding.