AI circular accounting continues: hyperscalers buy chips, chipmakers buy cloud, everyone reports revenue, everyone’s happy!

u/AP123123123 · Reddit — r/ValueInvesting · January 24, 2026 at 17:33 · 💬 1 comments  | View on Reddit ↗
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Author questions the end game of circular AI accounting where hyperscalers buy chips and chipmakers buy cloud, all reporting revenue.

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