Conor Sen says the AI boom has depended on external financing for the past 3-4 months. It could be vulnerable if the Fed keeps rates high or tightens more, as $200 billion in annual AI capex faces rising cash-flow scrutiny.
published
Conor Sen says the AI boom has depended on external financing for the past 3-4 months. It could be vulnerable if the Fed keeps rates high or tightens more, as $200 billion in annual AI capex faces rising cash-flow scrutiny.
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