The impossible maths of the AI boom

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A couple of months ago, I wrote in my regular Reuters column about LLMs and why I think they do not have a sustainable business model. In a second piece, which is based on an extensive research note I wrote, I turn my attention to hyperscalers and the data centre investment boom. This one is in the Financial Times today, so you need a subscription to read it: https://www.ft.com/content/32bf8935-8d21-4689-ae34-8b4d3d5f6d93PS: In a third piece due out next week at Reuters, I will ponder what may happen to stock markets if the AI boom ends, so look out for that.