The current $1.5T AI arms race: are hyperscalers building utopia, building dystopia, building digital god, or simply lighting trillions of dollars on fire in a dollar auction?
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The current $1.5T AI arms race: are hyperscalers building utopia, building dystopia, building digital god, or simply lighting trillions of dollars on fire in a dollar auction? When āfree cash flowā meets a onceāināaālifetime tech shock, balance sheets stop looking like software and start looking like railroad linesā¦
**The Gonzo Size of the HyperScaler DataCenter Investment Boom: Chart of the Day**
< https://braddelong.substack.com/p/the-gonzo-size-of-the-hyperscaler >
2026-05-12 -
The current $1.5T AI arms race: are hyperscalers building utopia, building dystopia, building digital god, or simply lighting trillions of dollars on fire in a dollar auction? When āfree cash flowā meets a onceāināaālifetime tech shock, balance sheets stop looking like software and start looking like railroad linesā¦
**The Gonzo Size of the HyperScaler DataCenter Investment Boom: Chart of the Day**
< https://braddelong.substack.com/p/the-gonzo-size-of-the-hyperscaler >
2026-05-12Assuming anyone actually has the money and it's not an endless AI financing circular fraud š¤Ø
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R relay@relay.infosec.exchange shared this topic
