TAM - part the fifth

Well... the news keep on coming. It is my duty to carry on, when the news fits my agenda, of course. This new report on the angst amongst the Moneyed Class doesn't explicitly cite TAM for the tightening of sphincters amongst that class, but one need not read too deeply between the lines to see what's driving the angst.

But some investors are voicing increasing skepticism about the growth expectations for data centers and the risks associated with their build-out, forcing industry executives and their advisers to recalibrate their plans to raise tens of billions of dollars in public markets.

That bit, "growth expectations", is just another way to bleat "what's the TAM going to be when this shit goes live???!!!???" Really now. Who's going to pay out of pocket for AI porn when there's a torrent of free stuff? Not that I've dined at that table, mind you. But investing, and even staying in business past the expire date, depends on customers buying your shit. If anyone has a detailed justification for a TAM worthy of multiple trillions of Bongo Bucks investments, I'm all ears. Like Clark Gable.