AI infrastructure commitments outpace verified evidence of economic value, columnist argues
AIPersistence Analytics Group's author argues that AI infrastructure commitments are growing faster than evidence linking contracted capacity to sustained economic value. The piece urges investors to separate contract existence from deliverable capacity, productive utilization and revalidation triggers before committing further capital.
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SiliconANGLE · AI · Neil P. Osnato · siliconangle.comPublished · added here
Original title: The AI boom’s missing balance-sheet question: What has actually been verified?