<![CDATA[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?]]>

<![CDATA[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?]]>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 “free cash flow” meets a once‑in‑a‑lifetime tech shock, balance sheets stop looking like software and start looking like railroad lines…

**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

]]>https://board.circlewithadot.net/topic/b035cb6b-56fb-43e5-9545-8ff297409daf/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-auctionRSS for NodeFri, 15 May 2026 00:21:42 GMTTue, 12 May 2026 20:24:34 GMT60<![CDATA[Reply to 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? on Tue, 12 May 2026 20:33:45 GMT]]>@delong

Assuming anyone actually has the money and it's not an endless AI financing circular fraud 🤨

]]>https://board.circlewithadot.net/post/https://infosec.exchange/users/simonzerafa/statuses/116563510910286287https://board.circlewithadot.net/post/https://infosec.exchange/users/simonzerafa/statuses/116563510910286287Tue, 12 May 2026 20:33:45 GMT