> A lot of capacity is coming online in the next 5 years Is this true though? I don't really have time to do the research and have no dog in the race but I'm s

> A lot of capacity is coming online in the next 5 years Is this true though? I don't really have time to do the research and have no dog in the race but I'm sceptical... But then again I'm not there one making our profiting from the claims that there is billions being invested into infra...