Orange AI mocks US claim that slower data center builds prevent an AI bubble

Orange AI (@oran_ge) mocks a US argument that slowing AI data center construction will prevent an AI bubble.

The post says bubbles form when supply outpaces demand, and cites Texas as an example of supply falling sharply, so demand can catch up. The author gives the argument a full score. The report is a single X post, and no other sources on the US argument are included.