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FILED BY ADEQUATE · DARPA-HRO-11-C-0031
Ed Zitron · MONDAY, MAY 4, 2026

The Demand Justifying $500 Billion in AI Infrastructure Spending Does Not Exist Yet

The compute was purchased on the basis of demand that is projected to materialize. Projected is the operative word. The infrastructure exists. The demand is in a meeting. Progress is being made. Progress is the word being used.
Ed Zitron
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