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The Bill for Not Falling Behind: The Capital Half-Life of AI Hardware

This story is from 2026-09-18. It is preserved in the archive; the latest stories are on the live feed.

Prefer reading in Arabic? Read the Arabic version on Substack Every quarter, the big technology companies tell us how much they spent. They don't tell us how much of that money bought back capacity they already had. The filings we reviewed don't separate the two. In 2025, Amazon changed its mind ab…

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  1. 2026-09-18 20:24 · DEV Community — AI
    The Bill for Not Falling Behind: The Capital Half-Life of AI Hardware

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