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Industry analysts and investors are raising concerns about unsustainable AI infrastructure capex spending and circular financing models.

Renewed scrutiny on AI capex ROI and infrastructure deployment pacing could decelerate non-critical data center builds and cool investor appetite.

업계 전문지Slicast · 2026년 9월 23일 19:36 UTC · 미국 · 출처: Investor's Business Daily

중요도 45

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Artificial intelligence is dominating Wall Street, with investors pouring money into shares of the companies powering the fast-growing technology. Since late 2022, AI-related stocks—including everything from chipmakers to data centers—have added an astonishing $27 trillion in market value, helping push the overall stock market to new highs. And the spending is only accelerating. Goldman Sachs estimates companies…

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