This Very Expensive AI Infrastructure Depreciates Fast; If You Don't Make Profits Soon, You Won't Make Them Ever.

“If there is a deflation of the AI bubble, the optimists say that the new infrastructure will remain even if the companies do not — just as railways survived the 19th-century railway bust. However, this fails to reckon with the reality of depreciation (few pieces of silicon hold… pic.twitter.com/TaiMJqUzne

— Gary Marcus (@GaryMarcus) June 26, 2026