#ai-capital-expenditure

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#overinvestment-concern #fund-manager-sentiment #nvidiatech-sector-risk #data-centers #openai-investment
Business
fromFortune
1 week ago

Investment alarm bells ring: For the first time in 20 years, AI bubble fears have fund managers saying companies are overdoing it | Fortune

Global fund managers now view corporate capital spending as excessive due to the scale and financing risks of the AI capex boom.
Artificial intelligence
fromWIRED
3 weeks ago

Meta, Google, and Microsoft Triple Down on AI Spending

Microsoft expects AI capital spending to increase sequentially and anticipates fiscal year 2026 capex growth to exceed fiscal year 2025.
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