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The AI hardware valuation mismatch

Aug 13, 2026

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4 min read

The AI hardware valuation mismatch

Public disbelief in AI growth as shown by mispricing in capital markets

Adam Toth
Adam Toth

The Compute Spread

Observations about AI / technology advancements and how the masses misforecast the future, as seen in markets.

© 2026 The Compute Spread.
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