The revenue targets required to justify AI infrastructure spending are unrealistic

From the articleAI's never-before-seen capital grabAlso in Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion, AI debt surge raises risk of sharp market correction, warns Bank of England, KKR warns of growing credit market risks from AI borrowing spree, BOE Sees Threat to Government Bonds in AI Growth Miss, AI Valuations Could See ‘Sharper Correction,’ BOE Warns, Nvidia-backed Firmus scraps $5 billion Australian IPO on weak demand | Reuters