Analyze the $600 billion AI capex splurge by Amazon, Google, Meta, and Microsoft. Know the risks of the "AI Spend Era," the Energy Wall, and the potential AI Bubble 2026.
Is the $600B AI Capex splurge repeating the 1999 fiber optic overbuild? Analyze the risks of an AI Bubble 2026, comparing the dot-com crash to today’s data center arms race.
The path to Desi AI is to emulate the Internet and the UPI, where the government builds the rails and the private sector runs ...
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