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AI Is Creating Enormous Value. Who Will Keep It?
AI is creating enormous economic value, but who will ultimately retain it? Looking at compute, power, capital requirements and payback reveals why the biggest AI beneficiaries may not necessarily capture the most value for shareholders.
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AI Infrastructure Has Hit Its Bottlenecks. What If They Don’t Disappear — But Keep Moving?
AI is becoming cheaper and more efficient, yet demand for physical infrastructure keeps growing. As bottlenecks shift from chips to power, grids and equipment, a bigger question emerges: can infrastructure and productivity catch up before capital loses patience?
