The $10 Trillion AI Buildout Is Hitting the Limits of Physics and Finance
A Columbia paper puts US AI infrastructure at $10.3T through 2032 — 3.6% of GDP a year. Hyperscaler capex is outrunning cash flow, and the grid can't keep up.
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A Columbia paper puts US AI infrastructure at $10.3T through 2032 — 3.6% of GDP a year. Hyperscaler capex is outrunning cash flow, and the grid can't keep up.
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