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Alphabet’s chief investment officer responds to Jefferies warning that the most likely outcome of the AI boom is massive U.S. capital destruction

Source: Fortune · Oct 17, 2026 12:00 UTC

Close-up of supercomputer cabinet panels in a NASA data center — File photo NASA / Dominic Hart · Public domain · Source

The Quick Take

"It’s illogical to say we’re in a capacity-constrained position," Ruth Porat told Fortune's Editor-in-Chief Alyson Shontell.

Read the full story at Fortune

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