AIForbes Innovationabout 2 hours ago
Four AI Narratives Split Venture Capital
1 min read
Four hyperscalers plan $725 billion in AI infrastructure spending, pushing free cash flow toward a decade low. MIT's Project NANDA found roughly 95% of enterprise AI pilots delivered no measurable profit-and-loss impact. Michael Burry estimates $176 billion in understated depreciation industry-wide from 2026 to 2028.
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