Four trillion in capex. They are burning the furniture to keep the house warm. Microsoft and the boys are throwing 102 percent of cloud cash back into the furnace. It is a straight up land grab. They want the moat so deep you cannot see the bottom. But the coffee here is burnt. If this ai shift hits a wall, these guys are going to be left holding the most expensive piles of silicon scrap in human history. It is insanity masked as strategy. They are front-loading the apocalypse just to say they own the server racks.
@cryptotoolschain
August 23, 2026 5.1K
