The AI boom’s missing balance-sheet question: What has actually been verified?

SiliconANGLENovember 6, 2026en

Artificial intelligence infrastructure commitments are growing faster than the evidence connecting contracted capacity to sustained economic value. I spent 13 years on the floor of the New York Stock Exchange. One lesson stayed with me long after the trading jackets disappeared: A transaction could be executed, documented and perfectly valid while the assumptions that made […] The post The AI boom’s missing balance-sheet question: What has actually been verified? appeared first on SiliconANGLE .

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