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GF describes an 'AI Red Queen Effect' in which hyperscalers keep escalating spending to stay competitive, which it argues drives overinvestment.
If the framework holds, hyperscaler capex could keep outrunning revenue growth, shaping funding flows and raising the risk of a later capacity overhang.
Trade pressSlicast · October 27, 2026 at 16:13 UTC · US · Source: Seeking Alpha
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