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The AI Infrastructure Bet | Tech News
Published 4 days, 17 hours ago
Description
Silicon Valley’s AI hardware gamble is heating up—VC David Cahn’s latest projections show $1.5 trillion in AI infrastructure spending by 2026, needing $3 trillion in revenue to break even. With chip costs soaring and returns still elusive, the stakes are sky-high. Big tech’s free cash flow bets hinge on AI paying off—or risk triggering a market crash and recession.
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