Author questions if AI giants underinvest in countering data center narratives despite massive capex

AndyMasley · x · 2026-08-25

The author supports AI companies' massive spending on data centers but questions whether they are spending enough to ensure they are allowed to build them in the first place. He expresses surprise at how little companies spend on countering negative narratives about data centers, wondering if they are mispricing its importance. He notes that even if capex doesn't improve training, it strictly limits inference capacity.

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