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America's AI revolution may have a problem with its data centers. Not because of political pressure tied to electricity ...

Alphabet, Amazon, Meta, Microsoft, and Oracle are spending billions to fund the AI buildout—but overinvestment risk means there will be “winners and losers,” said Pimco’s chief investment officer.

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Looking at Nvidia’s latest financial results, it would seem that spending on compute is set to increase tenfold by 2030.

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