AI bubble debate

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092026-11AI bubble debate reignites as 45% of data centers sit in high water-stress areasNov 9, 2026 — The AI bubble debate is heating up again: one article argues the investment boom does not fit the profile of a bubble, while questions emerge around Nvidia. A World Economic Forum report estimates about 45% of the world's data centers are in high water-stress areas, adding an environmental dimension to the sustainability of AI expansion.V2EX、Gary Marcus、钛媒体