Shalett’s comments centered on several recent multibillion-dollar deals to scale up data-center infrastructure. As notable substacker and former Atlantic writer Derek Thompson recently noted in a post titled “ This is how the AI bubble will pop ,” so much money is being spent to support AI’s energy-consumption needs that it’s the equivalent of a new Apollo space mission every 10 months. (Tech companies are spending roughly $400 billion this year alone on data-center infrastructure, while the Apollo program ...