Billionaire Mark Cuban warns that the AID data centre is being overextended

According to the news of 22 July, on 21 July, United States billionaire Mark Cuban, participating in the podcast " All-In Podcast ", said that technology giants like Google and Meta were placing cash flows into AI infrastructure while borrowing hundreds of billions of dollars to build data centres, amounting to a wager of future growth in demand and no major changes in the technology route. He cautioned, however, that AI efficiency could still lead to a major breakthrough, which would significantly reduce the need for computing power and electricity. Like the fibre-optic industry of the year, which quickly shifted from supply to demand to large production capacity, high-priced data centres today may well depreciate in the future due to overcapacity. In his view, the demand for AI did grow, but the risk remained high in markets 10 years and 20 years later, with decades of debt。