There Gonna Be a Shortage of Everything
An essay argues AI capex ($1.0–1.3T in 2026) now rivals global human-benefit spending and predicts shortages spreading from DRAM/HBM to cars and appliances.
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An essay argues AI capex ($1.0–1.3T in 2026) now rivals global human-benefit spending and predicts shortages spreading from DRAM/HBM to cars and appliances.
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