> West-- as usual-- is pursuing quarterly profits and forgetting to look up.

The companies building out vast data centers for AI aren’t looking to make profits for several years (if ever), and are catching a lot of flak for it. The shareholders who seem to be focused on short-term profits and punish them every time they get cold feet. Oracle is a prime example of this.

I don’t know if the markets in Asia work differently, or if the investors there are just as fickle.

And they should be catching a lot of flak for it because it's not really long term strategic planning, it's overhyping a technology and running roughshod over society promoting misuses and AI slops.