If I hear one more hedge fund oligarch on television tell me that the data center buildout/artificial intelligence story is just like the dot-com bubble, I am going to tear someone else's hair out because I don't have enough to demonstrate my full frustration. Many of the people opining and whining about how this moment could be as bad or worse than the 2000 bust are uninformed or ahistorical. The buildout's blockbuster numbers come from companies that can handle blockbuster capital projects without a problem. Has it been worth it so far? That's the biggest stumbling block to processing what's really happening right now. We look at this mega construction project with huge spending by companies, and we ask ourselves, "Is that all there is?" We can't believe that all these Nvidia platforms l

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