Michael Taylor of Agora Trading says the AI infrastructure boom may not pay off by 2027. If compute spending exceeds $3 trillion, at least $1.3 trillion in reve

Michael Taylor of Agora Trading says the AI infrastructure boom may not pay off by 2027. If compute spending exceeds $3 trillion, at least $1.3 trillion in revenue would be needed to cover costs and depreciation, and he says the math does not work.