I hear all the time that the semis & hyperscalers see plenty of AI-related demand ahead, with no…

I hear all the time that the semis & hyperscalers see plenty of AI-related demand ahead, with no connection to who will pay to meet those lofty expectations. In short, it would require all non-tech companies to bet their entire free cashflow on AI by 2030. Good luck. https://t.co/tllPSskzj8