POPA ReconThe AI Industry Is Losing
The AI Industry Is Losing Massive trillion-dollar AI CAPEX boom represents a high-risk financial bubble that outpaces actual corporate cash flows and primarily serves to prop up deeply unprofitable model labs like OpenAI and Anthropic If tech giants pull back on this aggressive data center and semiconductor spending due to disappointing returns, it could trigger a severe investment bust with catastrophic knock-on effects across heavily leveraged tech companies and financial creditors https://www.wheresyoured.at/the-ai-industry-is-losing/
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