Crosscurrent: AI Hyperscaler Resource Squeeze
- Hyperscaler capex hits $550bn+ in 2026, 30% above consensus due to persistent supply shortages
- Energy demand from data centers doubles to 10% of US power by 2028, driving 20% price hikes
- AI talent shortages widen wage gaps 15-20%, polarizing economies between tech hubs and periphery
- Productivity gains materialize unevenly, favoring infrastructure over broad adoption
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