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Two signs investors don’t have to fear an AI slowdown

Neocloud companies CoreWeave and Nebius are signaling strong demand and rising prices for AI chips.

Two signs investors don’t have to fear an AI slowdown

We haven't written up this one. MarketWatch has the full story — the link below goes straight to it.

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2026.38: Doomforce

The best Stratechery content from the week of September 14, 2026, including the view from anywhere but San Francisco, the limited potential for a pacing deal, and the Salesforce zag.

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