Commentary: AI doesn't repeal economics — data center spend must prove its value
DavidLinthicum · x · 2026-11-01
Cloud commentator David Linthicum argues that AI may transform everything but doesn't repeal economics: data center spending only makes sense if it eventually delivers more value than it consumes, and investors are demanding proof. The full argument appears in his LinkedIn newsletter piece on the AI boom's business problem Wall Street can't ignore.
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