The only thing that will burst the bubble is electricity.
The Dotcom bubble burst due to Dark Fiber, all because massive Internet backbones were easy to build, and the last mile to people's homes, was not.
The current electrical grid cannot support the number of data centers being built. The ones that are planned on top of that... Well dark data centers will be the new dark fiber.
There's more complexity to it all, but really it all boils down to power for this particular bubble.