Is AI glutted?
TME asks the question. The semis contradiction The semis tape is sending a very different message from the fundamentals. Credit stress has picked up, token prices have collapsed and SOX has been losing ground relative to both software and MAG7. Yet underneath the price action, the fundamental AI infrastructure cycle remains remarkably strong. Cloud economics The post Is AI glutted? appeared first…
We haven't written up this one. MacroBusiness has the full story — the link below goes straight to it.
