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  1. Story1 reports · 1 facts

    Skye proposed that the most likely endgame of the AI capital game is a localized blowup that cascades through the chain

    In an analysis published on Huxiu on October 10, 2026, Skye proposed that the most likely endgame of the AI capital game is that some node is the first to run into trouble, which then cascades through cross-shareholding chains. The article reviewed the financial reports of the five major U.S. tech giants, stating that more than 85% of Alphabet's and Amazon's quarterly profits come from unrealized gains on equity investments, and that their combined off-balance-sheet long-term purchase and lease commitments total about $1.65 trillion, already exceeding on-balance-sheet liabilities; capital expenditure by the five giants is projected at $769.2 billion in 2026, while annual revenue from AI applications is about $200 billion, leaving a gap of roughly 5 times. The article also compared Chinese and U.S. pricing, noting that OpenAI charges $30 per million tokens while DeepSeek charges only $0.18, a price difference of 166 times. At present, there are no subsequent factual developments regarding this judgment.

    about $1.65 trillion, already exceeding on-balance-sheet liabilities; capital expenditure by the five giants is projected at $769.2 billion in 2026, while annual revenue from AI applications is about $200 billion, leaving a gap of roughly 5 times. The article also compared Chinese and U.S. pricing, noting that OpenAI charges $30 per million tokens while DeepSeek charges only $0.18, a price difference of 166 times. At present, there are no subsequent factual developments regarding this judgment.

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