I think there is an aspect of this people may be missing. Companies are dropping entry level jobs for AI. Should that continue there will eventually not be humans in what was the first few tiers of a job role. AI only exists because the military needs are propping it up. Civilians are always the first to beta test and refine military services. Should the military not find AI to be as useful as their were sold it will lose funding and the house of cards comes crashing down thus leaving all these companies with broken and hollowed out roles with all the experienced people having retrained in something else. That may impact share holders and shake confidence in a few markets.
AI already serves as a surveillance tool and is being used by Palantir.
Agreed but the actual funding is primarily for military use. Palantir would not be able to fund all these data-centers by themselves. They are secondary beneficiaries.
