800B CapEx Shockwave
26:47–27:32 · 45s
He lays out eye-popping capital needs—$800 billion from just four companies—as AI data-center spending risks hitting concentration limits.
26:47–27:32 · 45s
He lays out eye-popping capital needs—$800 billion from just four companies—as AI data-center spending risks hitting concentration limits.
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