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AI CapEx Bubble: Why Building New Data Centers is Mathematically Obsolete

This story is from 2026-09-11. It is preserved in the archive; the latest stories are on the live feed.

The AI CapEx Cul-de-Sac To the institutional investors and core architects of Alphabet (Google), Microsoft, and Oracle : Your executive management is burning billions on a flawed, extensive infrastructure strategy. Buying up Nuclear Power Plants (NPPs) and pouring concrete for new physical data cen…

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  1. 2026-09-11 04:09 · DEV Community — AI
    AI CapEx Bubble: Why Building New Data Centers is Mathematically Obsolete

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