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AI Infrastructure · News & Analysis
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Commentary raises concerns that AI infrastructure investment could form an unsustainable bubble if deployment demand does not match capacity buildout.

Signals market-wide risk assessment of circular financing and overinvestment; pressures hyperscalers to prove capex returns.
Trade pressSlicast · September 26, 2026 at 05:03 UTC · US · Source: Business Post
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Commentary raises concerns that AI… · Slicast