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AI Agents Drive Shift From Bubble Talk to Data Center Demand

I was quoted a couple times in this Atlantic article, but that isn’t (the only) reason I think it is good. It lays out the reasons why we whipsawed from “AI is a bubble” to “there are not enough data centers” in less than six months. Spoiler: its agents. https://
theatlantic.com/economy/2026/0
5/ai-bubble-revenue-anthropic/687022/

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