[OpenAI's Hugging Face hack triggering an 'AI Kill Switch' bill](https://www.cnbc.com/2026/07/23/open-ai-hugging-face-hack-kill-switch-bill-congress.html) is the market's scapegoat headline. The real forensic signal nobody's pricing is that $NVDA, $META, and $MSFT are all burning cash on compute infrastructure faster than they're translating it into incremental revenue.

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