South Korea signed $950B in AI deals as McKinsey said most firms are already over budget
YvesMulkers · x · 2026-07-27
The post argues that AI infrastructure spending is racing ahead of the underlying economics:
- South Korea reportedly signed $950B in AI deals in a single week.
- In the same week, McKinsey said most enterprises are already over budget on the AI agents that this capacity is meant to support.
- The takeaway is that the physical buildout is moving much faster than the economic payoff, and the author says they do not yet have a clean answer to that mismatch.
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