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OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
Big Technology Podcast
Analyzing CapEx Trends and Their Impact on AI Investment
This chapter examines how a potential pullback in capital expenditure might affect spending on data centers, particularly in the context of artificial intelligence. The discussion assesses whether such a pullback could negatively or positively influence the AI market while emphasizing the ongoing substantial investments in AI technology.
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