New infrastructure paradigms trigger massive capital waves before revenue materializes. Hyperscaler AI spend hits $600B in 2026, matching historical patterns from broadband, electricity, highways. The curve is inflecting. You're watching it happen.
A journal for living in the agentic age
New infrastructure paradigms trigger massive capital waves before revenue materializes. Hyperscaler AI spend hits $600B in 2026, matching historical patterns from broadband, electricity, highways. The curve is inflecting. You're watching it happen.
New infrastructure paradigms trigger massive capital waves before revenue materializes. Hyperscaler AI spend hits $600B in 2026, matching historical patterns from broadband, electricity, highways. The curve is inflecting. You're watching it happen.