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AI Capex Boom Vs. The Dot-Com Bubble: The Striking Similarities And Three Big Concerns [Seeking Alpha]

Amazon.com, Inc.  (AMZN) 
Last amazon.com, inc. earnings: 4/30 04:01 pm Check Earnings Report
PDF AI capex as a percentage of GDP has surpassed dot-com-era highs, with hyperscalers and chipmakers risking overcapacity and future margin pressure. Capex fatigue is vi [Read more]