It’s an interesting comparison. The housing market is linked to the value of the house though which is subject to crashes in value without a corresponding drop

It’s an interesting comparison. The housing market is linked to the value of the house though which is subject to crashes in value without a corresponding drop in demand. With AI it comes down to whether the large companies orders and building of datacenters aligns with token demand. There is years worth of lag there so they kinda have to front load this by necessity