Dazi AI Watch 002: AI Capex Has Not Peaked

from DaziAIWatch | AI Cycle Observer · host DaziAIWatch

The market keeps questioning ROI, but hyperscalers are still accelerating AI infrastructure spending. Capital is still moving forward.Price is the result. Variables define the stage. Don’t predict price. Observe the cycle.

Episode metadata supplied by the publisher feed · Published Mar 26, 2026

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Dazi AI Watch 002: AI Capex Has Not Peaked

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