자본시장 · 리포트
Investor Michael Burry compares the Nvidia-driven AI infrastructure boom to the 1960s computer-leasing bubble, warning of overinvestment.
Market concerns about circular financing and asset-price inflation may dampen vendor valuations; sustained skepticism could moderate AI infrastructure capex growth.
업계 전문지Slicast · 2026년 10월 1일 18:52 UTC · 미국 · 출처: Seeking Alpha
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