(https://www.marketwatch.com/story/its-official-more-money-is-now-spent-building-data-centers-than-the-government-spends-on-transportation-95fcd513?mod=mw_rss_topstories). That's the headline everyone's celebrating as a structural AI bull case. But here's what it actually means: we've hit peak infrastructure reallocation, and the winners are narrow—hyperscalers and their tier-1 suppliers. The losers?

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