![\"\"](\"https:\/\/desdelaterrazadeamador.com\/wp-content\/uploads\/2024\/11\/IA-servidores.jpg\")
<\/figure>\n\n\n\nThere is also a fundamental strategic argument: those who don't build today won't be able to compete tomorrow. Energy, land, grid connection permits, and operational experience are barriers to entry that are very difficult to replicate once others have gotten there first. In that sense, overbuilding can be interpreted not as a mistake, but as a gamble on controlling scarce resources.<\/p>\n\n\n\n
The parallels with the telecommunications bubble of the late 1990s are striking: massive debt to build infrastructure based on projections of exponential growth, with the first-mover advantage narrative as the main driving force. Back then it was fiber optic cables; now it's GPU racks.<\/p>\n\n\n\n
And yet, some remember that all that \"wasted\" fiber optic cable in the 1990s ended up being the backbone of the internet as we know it today.<\/p>\n\n\n\n
Beyond the financial debate, there is a consequence that is difficult to ignore: the environmental impact. It is estimated that between 2026 and 2030, approximately 100 gigawatts of new data center capacity will come online, effectively creating a sector that doubles its current size in just five years. All of this requires colossal quantities of electricity, water, and land.<\/p>\n\n\n\n
When and how will this end? No one knows for sure. Academic analyses anticipate a three- to four-year \"turbulence phase,\" followed by stabilization after 2030, when AI models mature and the actual demand for inference justifies the installed infrastructure.<\/p>\n\n\n\n
What does seem clear is that we are in a classic cycle of speculative overinvestment. Perhaps the savvier are seeing something we're missing. Or perhaps no one simply wants to be the last to leave the party.<\/p>\n\n\n\n
Veremos lo que nos trae el tiempo.<\/p>\n\n\n\n
<\/p>","protected":false},"excerpt":{"rendered":"
Views: 2 Imagina construir un estadio de f\u00fatbol con capacidad para 80.000 personas y que solo entren 4.000 en cada partido. As\u00ed, m\u00e1s o menos, es lo que est\u00e1 pasando con los centros de datos m\u00e1s avanzados del mundo. Las grandes tecnol\u00f3gicas est\u00e1n invirtiendo cantidades hist\u00f3ricas en infraestructura. Se espera que el gasto en capital […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[128,147,153,135],"tags":[],"class_list":["post-4591","post","type-post","status-publish","format-standard","hentry","category-artificial-intelligence","category-electronics","category-industry","category-technology"],"yoast_head":"\n