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JPMorgan's Kevin Curtin on AI backlash: There's always risk with financing infrastructure projects
Source: youtube.com
Artificial IntelligenceTechnology & InnovationInfrastructure & DefenseInvestor Sentiment & Positioning
JPMorgan’s Kevin Curtin says tech firms’ AI buildout—spending billions on new data centers—is facing a growing backlash. The update is more about emerging investor/regulatory sentiment around capacity additions than a specific financial event, suggesting modest near-term stock/sector sensitivity rather than broad market repricing.
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