Boils down to the fact that AI companies are hugely capital intensive, unlike the general software companies of years gone by. There is an implied assumption among all the infrastructure spending that eventually that capital expenses will get reined in. But that remains to be seen.
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Boils down to the fact that AI companies are hugely capital intensive, unlike the general software companies of years gone by. There is an implied assumption among all the infrastructure spending that eventually that capital expenses will get reined in. But that remains to be seen.
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