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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

The Compound and Friends

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AI CapEx Arms Race: Oracle, NVIDIA, OpenAI

This is like NVIDIA investing up to a hundred billion dollars in OpenAI — what does it mean? Hosts dissect Oracle's deal, hyperscalers' spending, negative free cash flow and potential industry implications.

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