There’s Been a Subtle Shift in the AI Zeitgeist
4h ago
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bskyThere’s Been a Subtle Shift in the AI Zeitgeistbloomberg.com‘You have to ask how long the hyperscalers will be able to justify the spending on AI. But it’s notable that the market right now seems to be treating AI less like a story about future pricing power and more like one about present-day bottlenecks.’
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