Columnist argues AI infrastructure commitments outpace evidence of economic value

Persistence Analytics Group's author argues in a SiliconANGLE column that AI infrastructure commitments are growing faster than evidence that contracted capacity produces sustained economic value.

The column urges investors to separate contract existence from deliverable capacity, productive utilization and revalidation triggers before committing further capital.

The piece is an opinion column, and the argument rests on the author's framing rather than on reported measurements of AI infrastructure output or returns. The available report does not identify specific contracts, companies or figures.