AI Capital Spending Is Booming. But What About Shareholder Returns?

1 comments

• $westurner 10 hours ago

  Recently also: "Nvidia and Micron Make Up 34% of America's Earnings Boom" (2026) https://news.ycombinator.com/item?id=50236073

  Domestically-produced chips from domestic inputs might change the AI cost-return curve.

  Is it all evaporating as heat off the racks?