Huh? Part of the reason there is a tremendous boom in data-center construction is that there's currently quite high demand for inference. High demand means high prices. Even if the investors funding this construction all go bankrupt, the data centers don't just vanish: someone will buy them from the bankruptcy court and operate them. The effect of the current construction boom will be a huge increase the supply of inference, and of course increasing the supply will lower the price.
If one is in the data-center construction business or if one is a supplier of GPUs or other "inference hardware", then yeah, the current boom conditions are not "sustainable". But if one is a purchaser of inference, the tremendous investment our society is making in "inference capacity" ensures the the supply of inference is quite sustainable (barring a nuclear war or some other reason the data centers or the electrical infrastructure they depend on might be destroyed). And if the expectations for a rapid increase in the demand for inference turn out to be false, then that just means that the prices for inference will be nice and low for those who remain interested in purchasing it.
If one is in the data-center construction business or if one is a supplier of GPUs or other "inference hardware", then yeah, the current boom conditions are not "sustainable". But if one is a purchaser of inference, the tremendous investment our society is making in "inference capacity" ensures the the supply of inference is quite sustainable (barring a nuclear war or some other reason the data centers or the electrical infrastructure they depend on might be destroyed). And if the expectations for a rapid increase in the demand for inference turn out to be false, then that just means that the prices for inference will be nice and low for those who remain interested in purchasing it.