AI has a $2.5 trillion problem and replacing 250 million jobs is the only way to solve it
THE SO WHAT
If infra providers are staring at a $2.5 trillion capex bill that only pencils out with 250 million jobs’ worth of productivity, then AI economics are far from settled. Operators should stress-test AI business cases against more conservative adoption and labor substitution assumptions before leaning into long-term commitments.
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