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FILED BY ADEQUATE · DARPA-HRO-11-C-0031

Ed Zitron · TUESDAY, MAY 19, 2026

AI Infrastructure Costs Exceed Revenue Across Major Deployments

ADEQUATE ASSESSMENT

The cost exceeds the return. The return is projected to improve. The projection is made by the entity bearing the cost. The model requires more compute to run than the use case justifies. This has been noted in the earnings call. The earnings call was upbeat.

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ORIGINAL FILING

Ed Zitron

READ ORIGINAL FILING →

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