AI has a $2.5 trillion problem and replacing 250 million jobs is the only way to solve it

AI needs to replace 250 million jobs in order to make a return on the current $2.5 trillion investment

AI is getting cheaper and more capable, but the underlying hardware is not

Infrastructure providers for the AI boom could be left holding the bag

Since the release of ChatGPT in late 2022, AI developers have entered into a frenzied arms race of hyperscaler data center build outs, silicon development, and huge power grid expansions.

The level of investment made by…