RE: AI’s Debt Reality Check: When Infinite Ambition Meets Finite Capital

The line I would underline is the gap: the infrastructure costs more than the revenue can support. That is not an AI problem, it is a financing problem dressed as one.

Here in Cuba I use AI every day from a phone, and my real bottleneck is not capital. It is electricity and data. Models get cheaper every year while data centres are financed as if the price would stay high. Something has to give.

Question: do you see the correction as a crash, or as a slow repricing where the hyperscalers just absorb it?