Subject: Re: Will the Sexy Six Strut or Stumble?
I'm starting to wonder whether two divergent winning paths may be possible among the Sexy Six in the AI data center buildout race:

--One or two of them win that race and take most of the available profit (if any); and
--The first of them to fold on its giant capex spend also wins, similarly to Meta with its big metaverse capex reduction a couple years ago.