AI Capex – IWENAI

South Korea Just Bet $950 Billion on AI. It’s the Most Dangerous Move in Tech History

📅 July 25, 2026 📂 AI & Machine Learning

South Korea’s $950 billion AI deal isn’t a business investment—it’s a geopolitical survival strategy. The money is coming from debt and government backing, not revenue. If AI fails to deliver, this bubble could crash harder than the dot-com bust. Betting the farm on hardware with no proven demand isn’t genius; it’s desperation.

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Google Isn’t Fighting OpenAI. It’s Eating Itself.

📅 July 25, 2026 📂 AI & Machine Learning

Google’s massive AI spending isn’t just a defense against OpenAI; it’s a self-cannibalization loop. By replacing traditional search links with AI summaries, Google is destroying the very ad inventory that funds its AI ambitions. You can’t burn down the house to keep warm.

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