"AWS faced the same skepticism in 2008" — analyst pushes back on AI datacenter bubble fears
BenBajarin · x · 2026-11-02
Responding to claims of $200B in "backstopping" — half of it residual value guarantees, potentially scaling lease backing to $500B — with critics calling future AI datacenter value "pure speculation," analyst Ben Bajarin notes that sentiment around AWS in 2008 was similarly skeptical that enterprises would ever move critical workloads to the cloud, and that loud voices back then said the infrastructure investment would never pay off.
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