Technology

the financial logic behind the data center buildout simply doesn’t hold up.

need to change assumptions that it requires a decent end ROI, or good economic proposition, when analyzing logic.

1. Greater fool theory. Hype hype hype to cash out at IPO or buyout. Circular financing is your friend. Outright fraud of 5x more expensive data centers in space that are only useful for slow inference.

2. There's nothing else for the US to spend on, and aspirationally seek economic competitiveness with China. A race to end US employment for higher oligarch profits, as a bribe to narcissist in chief, becomes somehow MAGA.

3. Skynet government surveillance, fascism, and geopolitical dominance. Government will buy all of the tokens or China wins. US fascism/oppression will increase to protect Israel first establishment power, or China wins. There can be no guardrails on US government, or AI bond villain, use of models, or China wins. Zero regulatory discussion exists on preventing the pursuit of Skynet, and "whoever wins AI, wins" is only/purely a Skynet goal, and it is policy unanimity. https://naturalfinance.blogspot.com/2026/09/a-global-prosperity-manifesto.html

An irony in 2nd/3rd point is that industry is fully aware that about 90% of tokens in SEA area datacenters are consumed in China, and it is one of biggest areas of new datacenter developments. So some chain of control in the profit/revenue flow from token sales to China is a near term priority over skynet dominance over China.

I said it years ago: it's hard to improve on a tiny personal computer with millions of free apps and access to all the people and information in the world. The next step will be some sort of brain-computer interface that will let you access all the information instantly but it's decades away.