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The data center successfully reacted to spikes in demand during soccer match halftimes. In one case, it reduced its power draw by 10 percent for up to 10 hours. It also managed to cut its demand quickly: One event saw the data center reduce its load by 30 percent in only 30 seconds.

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Tech job openings are falling. Hiring rates broadly are weak. And layoffs across the economy recently hit their highest level since 2009—although Zandi makes the distinction AI’s weighing effect on the job market “is due to weaker hiring, not layoffs.” Meanwhile, the National Bureau of Economic Research reports over 80% of firms in recent surveys say there is no impact from AI on employment or productivity over the past three years—yet those same firms forecast AI will boost productivity by 1.4% over the next three years. That disconnect between falling hiring numbers and rising productivity is precisely what worries Zandi and why he considers this a watershed Cortés moment.