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HypeDelta - AI Research Intelligence

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scaling
fact
bearish

AI industry has current revenues in tens of billions or low hundreds of billions against Capex in the trillions

we are talking about current revenues in the tens of billions (or low hundreds of billions if you are really optimistic), against Capex in the trillions
Gary Marcus28 Aug 2026

https://garymarcus.substack.com/p/data-center-madness