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Author: Steve203 ⎊🐝  😊 😞
Number: of 3853 
Subject: Re: Big Tech needs $1.5 trillion to fund the AI boom
Date: 11/14/25 9:05 AM
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And today's overbuilding of EVs battery factories.

Not surprisingly, I have a theory about that: lazy management jumping on a bandwagon, thinking it's easy money. Think automakers jumping on the EV bandwagon, because they were looking at the above average GP that Tesla used to book. Of course, once everyone started building EVs, the fat margins vanished. Think about companies like DTE jumping on the AI data center bandwagon, because they think AI will grow to infinity, and they'll make easy money.

Steve
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