How Should Investors Compare AI Data-Center Spending With Cash Returns?
Big infrastructure budgets don’t prove value creation. Match the full investment with the cash the same assets can generate, then test utilization, pricing, deployment timing, and replacement needs.
If You Don’t Understand AI Infrastructure, You’re Already Late to the Biggest Money Shift in Tech
AI’s next wave of winners won’t come from prompts or flashy demos. They’ll come from the infrastructure layer: power, GPUs, networking, storage, and the platform engineering that turns raw compute into reliable products.