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AI Bubble Alert: The Rubber Hits The Road In 2027
Source: seekingalpha.com
Artificial IntelligenceTechnology & InnovationCompany FundamentalsCredit & Bond Markets
Hyperscaler capex is rising, with some of the spend traced to “vendor financing” from the Internet boom. Oracle’s reported $300B five-year agreement with OpenAI is highlighted as a key driver, contributing to higher capex needs and additional debt. Net impact is likely cautionary for leverage/financing optics even if it supports AI infrastructure buildout.
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