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01:45
2026-07-31
realclearmarkets.com
ai-infrastructure · 1m read ↓ neg

AI Boom = 1999 Capex and 2008 Credit

The AI boom mirrors the 1999 telecom bubble's overinvestment in internet infrastructure and the 2008 credit crisis, according to an analysis by investor.fm. The article warns that current AI infrastructure spending could…

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