💻 Technology 13h ago · Neil P. Osnato

The AI boom’s missing balance-sheet question: What has actually been verified?

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The AI boom’s missing balance-sheet question: What has actually been verified?
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Artificial intelligence infrastructure commitments are growing faster than the evidence connecting contracted capacity to sustained economic value. I spent 13 years on the floor of the New York Stock Exchange. One lesson stayed with me long after the trading jackets disappeared: A transaction could be executed, documented and perfectly valid while the assumptions that made […]
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