Sonali Basak Compares AI Data Center Race to COVID Toilet Paper Stocking: "Everyone's Stocking Compute"

"It reminds me of COVID when everyone was stocking toilet paper. Like, right now, everyone's stocking compute," Sonali Basak says of the AI industry's race to build data centers.
She warns hyperscalers may be cramming three years' worth of infrastructure building into a panic-driven race, with capacity questions nobody wants to answer until it's too late.