Gary Marcus: 4x AI CapEx Jump in 5 Years is Unsustainable
GaryMarcus · x · 2026-07-07
Gary Marcus points out that when the AI industry's capital expenditures quadruple relative to revenue in just five years, "this cannot be a good thing." He uses this to express concerns over the current mismatch between massive AI investments and actual revenue, arguing that the trend is unsustainable.
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