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Asset management executives argue that concerns about an AI bubble may be premature, saying the investment boom could last another three to four years.
If institutional capital holders keep this view, hyperscaler and neocloud capex plans face less near-term pressure to slow, which supports the multi-year buildout thesis.
업계 전문지Slicast · 2026년 10월 21일 14:06 UTC · 미국 · 출처: 富途牛牛
중요도 30