Datacenters Are the New Shale Oil…

ahboyashreads (@ahboyashreads), Jun 9, 2026, 03:14 UTC

Datacenters Are the New Shale Oil… Tech hyperscalers are repeating the destructive capital allocation mistakes of the 2010s shale oil boom by aggressively building AI datacenters with deeply negative return on invested capital despite inevitable investor backlash and market corrections https://pracap.com/datacenters-are-the-new-shale-oil/

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