AI Capital Spending Is Booming. But What About Shareholder Returns? (michaelhillaert1.substack.com) 2 points by michaelhillaert 1d ago ↗ HN
[–] westurner 1d ago ↗ Recently also: "Nvidia and Micron Make Up 34% of America's Earnings Boom" (2026) https://news.ycombinator.com/item?id=50236073Domestically-produced chips from domestic inputs might change the AI cost-return curve.Is it all evaporating as heat off the racks?
1 comment
[ 1.6 ms ] story [ 15.1 ms ] threadDomestically-produced chips from domestic inputs might change the AI cost-return curve.
Is it all evaporating as heat off the racks?