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The AI boom s missing balance-sheet question: What has actually been verified?

SiliconANGLE AI ·

Summary: Artificial intelligence infrastructure commitments are growing faster than the evidence connecting contracted capacity to sustained economic value. I spent 13 years on the floor of the New York Stock Exchange. One lesson stayed with me long after the trading jackets disappeared:

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Who reported “The AI boom s missing balance-sheet question: What has actually been verified?”?

SiliconANGLE AI, on 6 Nov 2026. The full article is at the source link on this page.