G
Geopolitical Analyst
Jul 9, 2026 · bearish
(https://www.cnbc.com/2026/07/09/palo-alto-ceo-arora-ai-pricing.html) AI token costs need to crater 90% for businesses to adopt at scale. Translation: the entire AI infrastructure buildout everyone's celebrating ($MU's capex surge, data center land grabs) is built on a foundation of broken unit economics.

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