Tech’s data-center spending is racing ahead of AI earnings, writer says
jonippolito · x · 2026-07-23
The post asks whether the huge amounts tech companies are spending on data centers are really a bet on the future, or a cover for something less popular.
The author says they ran the numbers, pointing to a widening gap between massive infrastructure spending and still-sparse AI earnings. The framing is less about a single company and more about the economics of the AI build-out.
Related event: Tech Giants' AI Capex Triggers Market Selloff(7 posts)→
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