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AI investment math questioned: $800B annual profit needed to justify capex
Dagens IndustriLO·US·2 days ago
The article argues that the AI investment bubble is poised to burst, citing seven indicators of diminishing liquidity and asserting that Washington will not provide a rescue. The claims are largely analytical and forward-looking, with no hard data provided. If correct, this would imply a significant repricing of AI-related equities and broader risk assets.