The latter. Maybe even more than half once it becomes apparent that for profit pricing will cost more for worse results than just hiring people. I expect a large number of them to not be built.

The horrible AI ones are different than the older style that Google and other search engines have used for decades. The old style was mostly storage with enough processing to find the data and were air cooled. The new ones are mostly processing power and require more energy and water cooling because racks of processors run hotter than drives. They should be called processing centers instead of data centers, but they like using the confusion to make it sound like they are comparable to the old ones.