AI Infrastructure Obsolescence and Technology Risks

Analysis of rapid technological obsolescence risks in AI infrastructure including hardware, chips, and system architectures, and related supply chain, security, governance, and sustainability challenges.

Meta's AI Infrastructure: Strategic Advantage or Stranded Asset Risk?

Analyzing the dual investment thesis where aggressive AI spending creates both competitive moats and potential catastrophic write-down scenarios.

By KAPUALabs

/ 11 Mar 2026