Widest Ever Gap Between AI Infra Backlog and Real Revenue, Warns Investor
saranormous · x · 2026-09-19
The author argues there has never been such a gap between "backlog" and real delivered revenue in technology as in AI infrastructure today. Credit providers just want 5-year contracts, but they will be surprised by delays, failures, and fraud from the wave of newcomers who think they can run a datacenter now.
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