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Investor Paul Kedrosky observes a disconnect between AI valuations and revenue-growth forecasts, expressing skepticism about the AI bubble
Kedrosky, a well-known investor, academic, and economist, warns that the ambitious capital-expenditure plans and high market valuations of AI companies are fundamentally at odds with the revenue growth they can generate and the actual data-center utilization. He shared these observations during an interview on the Meb Faber Show podcast.
Source：MarketWatch · Source Link
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