Vivek Wadhwa: Big Tech's trillion-dollar bet on data centers is a mistake

sanjaykalra · x · 2026-11-06

Vivek Wadhwa argues Big Tech is making a trillion-dollar mistake: Alphabet alone has disclosed over $1 trillion in commitments to data center AI. As AI usage explodes, much of the compute will move onto devices people already own, he contends—so companies betting their futures on keeping AI in giant data centers are 'toast.' The reposter agrees, noting each tech generation repeats the lesson of computing shifting from centralized to distributed.

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