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Billionaire investor Stanley Druckenmiller warns of an AI earnings bubble as financing costs for AI infrastructure projects rise.
If market-wide AI project valuations have decoupled from realistic cash-generation timelines amid rising capital costs, a funding retrenchment could slow capex cycles across GPU clouds and data centers.
Trade pressSlicast · September 27, 2026 at 03:25 UTC · US · Source: CEOWORLD magazine
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