are you suggesting bailouts for the AI data centers are the new too big to fail
Of course, we can always find ways to use compute in non-productive ways—mining crypto, for instance.
At that moment what choice would the government have but to conduct a rescue that at least keeps the lights on, and probably more? What’s the alternative? Extensive data losses, business interruptions— if just a couple of those key companies spontaneously stopped operating, chaos.
There would not really be a huge rush if they are cashflow positive, they can take their time.
Source, we basically explored this at my previous job, and that was 7 years back.