#nvidiatech-sector-risk
#nvidiatech-sector-risk

[ follow ]

#ai-capital-expenditure #overinvestment-concern #fund-manager-sentiment

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.

[ Load more ]