Terawatt-scale AI infrastructure requires unprecedented capital intensity - from $25B Terafabs to 7GW compute facilities. Our systemic analysis reveals critical 'capital tensegrity' and valuation-execution mismatches that could reshape competitive landscapes for companies like $TSLA. https://post.kapualabs.com/2p98tuer #AIInfrastructure #CapitalMarkets #Tesla #AutonomousVehicles