The AI Gold Rush Is Out of Gold | Here's Where VCs Are Still Investing

I think the economics of it is not very clear at this point. As the power acquisition stalls, as the many states in the US and other countries globally push back on these mega projects to deploy data centers, hyperscalers will push out these $200 billion CAPEX cycles out versus deploying all of that money each year.

It goes beyond the title with direct discussion of right, these, know, including: So where the dust settles is to be seen.

1. 01As the power acquisition stalls, as the many states in the US and other countries globally push back on these mega projects to deploy data centers, hyperscalers will push out these
2. 02I've been monitoring this market, actively investing in this market for more than 10 years now
3. 03And like a lot of other technologies, humans tend to overestimate the impact of a technology in the short run, but underestimated in the long run