Cash goes to {hardware} makers who ship now whereas hyperscalers pay years forward. Capex flood creates quick time period ache however hopes for 2027 payoff. Math doesn’t math if 7.6 trillion spend wants double that in new income to revenue. Area knowledge facilities or China might soak up extra GPUs. Air-con firms already making killing from knowledge heart warmth. Some see fascism or reckless LLM investments as root. Money burn seems to be like severe checks being written with unsure return.
