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AI Spending Nears Dot-Com Era Levels as Hyperscalers Ramp Up Infrastructure Inve...
TLDR: Goldman Sachs forecasts hyperscalers will direct about 98% of operating cash flow into CapEx by 2026. AI spending is approac...
1 week ago
Michael Burry Nvidia Warning: AI Boom Built on Customer Concentration and Hidden...
TLDR: Nvidia now depends on three customers for 64% of receivables, increasing concentration risk sharply. Burry argues much AI sp...