Investors grow nervous over AI bubble as capex, debt and valuations climb
AIInvestors voice growing worry that the AI bubble will burst as Alphabet, Meta and Oracle issue or plan new bonds amid rising interest rates. Institutional investors have urged Anthropic, which expects to spend nearly $900 billion on AI infrastructure in the coming years, to lower its IPO valuation target, according to The Wall Street Journal.
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Semafor · Technology · Prashant Rao · semafor.comPublished · added here
Original title: Investors increasingly nervous over AI bubble