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Artificial Intelligence

AI Boom Faces Hard Questions as 2026 Monetization Test Nears

Markets now reward cash‑flow strength, reflecting concern over rapid chip replacement plus large funding needs.

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

Bezos Calls AI an 'Industrial Bubble' as Goldman's Solomon Warns of 12–24 Month Drawdown