#tech-capex

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Artificial intelligence
from24/7 Wall St.
2 days ago

Jensen Huang Says Compute Power is the "New Natural Resource" of the Modern Era

Compute power is the critical bottleneck driving massive tech capex, accelerating AI advancement, market volatility, and potential widespread economic disruption.
#ai-infrastructure
Artificial intelligence
fromAxios
3 months ago

AI executives rebuff questions about valuations

Investors worry AI firms' massive capital spending plans may strain balance sheets, challenging valuations despite partnerships, record revenues, and debt issuance.
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