AI-exposed companies are heavily investing in CapEx to build the infrastructure capable of sustaining current and future AI demand
Bears see similarities with the dot-com bubble: too many startups, stretched valuations, and execution risk
Bulls argue that AI is more about infrastructure, rather than software, with long-term pricing power and stickier usage
The question is not whether AI will survive in the long run…
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The AI Bubble Debate: Can Both Bulls and Bears Be Right?
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