While the conclusion is possible. I think people have become predisposed to looking for something when something isn’t necessarily there. There’s a lot of fairly obvious sources that could be skyrocketing demand. Or serving as potential catalysts for demand. That aren’t a One world digital currency/beast system.

There is a multitude of other factors to ultimately consider. We’re dealing with manpower shortages across several industries. Manpower shortages that’ll take decades to make up the old fashioned way. IE people having children. AI is the fastest way to address that in the near term. As immigration, even skilled immigration, is quickly becoming a lose-lose political scenario. China on the other hand has a surplus of people at the moment. They don’t need AI in the same way we do for industry.

AI and AI use is increasingly becoming more prominent. Though private companies are keeping it on the DL given public perception. Again increasing demand. Hollywood and the entertainment industry is certainly going in on it. Despite claiming otherwise.

We’ve got several companies looking to roll out AI powered Robots. Like Tesla and Optimus. As a prominent example. Again increasing demand for data centers and processing.

There’s also Trumps stated goal of turning the U.S into a research and technology development mecha. One of the necessary parts of that would be the expansion and existence of excess data processing capacity. To support the development and research. Again increasing the need for data centers.

The War Department is going all in on AI as well. We have a lot of fancy gadgets they plan on integrating AI into. Again increasing demand for Data Centers and Data processing.

Sslf-Driving vehicles are also becoming increasingly common. Managing vehicle fleets like that generates a lot of data. Data that’ll need to be processed.

There’s also the stated goals for Space Force and the fact they’re dead set on setting up a Moon Base and space infrastructure. Even setting aside that can of worms/theories regarding the Moon missions/Space. They certainly could still be building the infrastructure to make people believe that’s the case. It’ll take years to actually bring a center online. In the meantime they could just as easily change tact. It’s not like it’ll be terribly difficult to retrofit the buildings to different uses and sell off computer parts.

Trump has also been harping on acquiring more territory. Supposing it’s not the bombastic style he’s known for. In order to secure lesser concessions he actually wanted. Imperial ambitions necessitate the creation of infrastructure to support the provinces.

Code has also just become far more generally bloated. It’s most readily obvious in gaming but far from exclusive. Developers aren’t spending as much time on optimization. So it could just be poorly optimized code bloating systems necessitating the demand for more processing power from data centers.

Trumps also trying to get more companies to open branches and reindustrialize the United States. Corporate Headquarters and Factories need compute and data processing capacity. They aren’t the factories of the 90s and 2000s anymore. Automation is increasingly common. All of that also necessitates data infrastructure. IE Data Centers.

There’s also the possibility that it’s just an economic bubble. A shitload of people are investing big to get rich. They’ll loose their shirt when the Bubble pops. A repeat of the .com bubble. Or any of the other numerous get rich quick things that have popped up over the years.