Premium: The AI Data Center Financial Crisis
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Big tech has spent over $814 billion on AI infrastructure since 2023, but the economics are deeply problematic. AI companies like Anthropic and OpenAI remain unprofitable despite massive revenue growth, with training costs excluded from gross margin calculations masking true losses. Data center operators like Oracle face
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Subscribe to Ed Zitron's Where's Your Ed AtTraining Costs Should Be Part of AI Labs’ Gross Margins, And To Not Include Them Is DeceptiveSort: