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garymarcus.substack.com · Published on 2026-08-22 05:19

Datacenter Frenzy: The AI Industry's Economic Math and Political Backlash

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Part I: costs and how much revenue you would need to justify those costs. Estimate #1 comes from Peter Berezin, Chief Economist at BCA Research. ![Image 1](https://substackcdn.com/image/fetch/$s!rxCL!

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