Peak AI CapEx Is Near
12:51–14:06 · 75s
Tobias explains why the AI/data center capital spending boom is likely approaching its peak by tracking the slowdown in growth rates — a rare, concrete framework for timing an overheated theme.
12:51–14:06 · 75s
Tobias explains why the AI/data center capital spending boom is likely approaching its peak by tracking the slowdown in growth rates — a rare, concrete framework for timing an overheated theme.
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