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Analyst Chris Wood highlights $990 billion in planned hyperscaler capex spend, flagging AI infrastructure investment risk.

$990B hyperscaler capex forecast reflects magnitude of industry AI infrastructure buildout and valuation risk.
업계 전문지Slicast · 2026년 9월 25일 14:58 UTC · 미국 · 출처: kalkine.co.in
중요도 60
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Analyst Chris Wood highlights $990 billion in… · Slicast