When the dust settles after this bubble peaks, the AI technology will certainly be there, but most of the companies that are at the forefront of the AI wave today, will not.

Trillions in signed compute commitments come due in 2027–2028. The underlying mechanics reveal how the AI boom ends, and when...

When the dust settles after this bubble peaks, the AI technology will certainly be there, but most of the companies that are at the forefront of the AI wave today, will not.