The real test for the artificial intelligence build-out is what happens in 2028, analysts say
THE SO WHAT
Analysts looking past the midterms to 2028 are effectively asking whether today’s data center boom will look like overbuild or table stakes. If you’re signing long-dated leases or power contracts, model both scenarios—high-utilization AI workloads and a flatter curve where you’re stuck with expensive, underused capacity.
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