A false unequivalency in today’s AI discourse,…. the Internet boom didn’t have cash rich hyperscalers funding the infrastructure build out. True, today’s hyperscalers didn’t exist back then. What did exist was the telco, the hyperscalers of the Dotcom era which spawned a constellation of ISPs (today’s neoclouds), while dumping $500 billion in investments in 1998 to 2023 dollars, much of it debt financed (like today’s AI infrastructure).

Things that make you go, hmmmmm,…. only on neXt Curve.

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