Since when is investing in infrastructure burning money?

If there is a huge demand for shipping goods internationally, investing in ships and planes isn't burning money.

There is massive demand for compute in the world right now, Google is investing in that area. That's a good thing.

  > "If there is a huge demand for shipping goods internationally,
  >  investing in ships and planes isn't burning money.
  >  There is massive demand for compute in the world right now"

There's enough hype and exuberance in the AI market that it's likely some players are going to be left holding the bag with a write-down on assets.