Depreciation accounting and power constraints break AI infrastructure spending, signaling that unconstrained capex no longer guarantees competitive advantage.
Corporate capital spending is colliding with physical depreciation, proving that abstract tech narratives must yield to real-world infrastructure limits and cas
Rapid AI hardware depreciation forces tech giants into industrial manufacturing realities, threatening cash flow and profit margins.
Google's autonomous AI agent tools shift IT spending from upfront human labor to permanent cloud infrastructure OpEx, benefiting hyperscalers at the cost of sof
China suppresses economic data to lower borrowing costs for insolvent local governments. Understanding this balance-sheet reality matters for predicting global
AI safety lobbying masks infrastructure depreciation pressures, hiding the financial strain of flattening scaling laws and rigid balance sheets.
