Hacker News8/20/2026, 10:38:06 AM

If this is true, the hyperscalers are toast

Article URL: https://klementoninvesting.substack.com/p/if-this-is-true-the-hyperscalers Comments URL: https://news.ycombinator.com/item?id=49372792 Points: 28 # Comments: 34…

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