AnalysisBusinessNovember 8, 2026

Essay argues the AI bubble may not exist

Read original source →matteoraso.github.io

Blog post contends AI firms have committed at least $3 trillion in spending and already spent $1.9 trillion, roughly $5 trillion total, but calls these one-off data-center buildouts rather than recurring operating costs. It cites Anthropic's S-1 filing for revenue figures.

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