The Heretic’s Guide to AI’s Stars Part IV: The Big 5 Hyperscalers & the Missing $3 Trillion

Oracle is now in, so I can do this right. Slotting in Parts IV, here, as well as V and VI in relatively short time frames hereafter.

The CEOs and CFOs of all five hyperscalers have certified the accuracy of their SEC Forms 10-K and 10-Q, with criminal penalties potentially attaching to knowingly false certifications.

This is the stuff.

The hyperscalers are entering a new paradigm across their historic existence, and they need to be studied in ways that Wall Street apparently cannot.