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America’s $10tn AI infrastructure boom is starting to fray
Confidence92·multiple reportsImportance94NP-EVT-20261018-9AECF74
A vast bet on the future of the technology is running into the unforgiving economics of the physical world
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America’s $10tn AI infrastructure boom is starting to fray
10/18/2026, 4:00:18 AM
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