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Market Impact: 0.25
Getting Closer To The End Of The 'Boom' Part Of The Cycle
Source: seekingalpha.com
Artificial IntelligencePrivate Markets & VentureCompany Fundamentals
The AI infrastructure buildout, driven by OpenAI and Anthropic, is described as the largest in U.S. history by GDP share. Both companies are unprofitable and depend on large future capital raises, with the article flagging circular financing as a risk.
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