The Bear Case for AI Data Centers

The more I dig into the economics, the harder it is to see AI data centers as a good business, and they’re now my leading candidate for what pops the AI bubble in the next 6 to 12 months. The concern isn’t that AI stops improving or that demand vanishes. It’s that spending has raced Continue reading "The Bear Case for AI Data Centers" The post The Bear Case for AI Data Centers appeared first on Gradient Flow .