
The narrative of “AI at all costs” seems to have lost some steam recently. Once heralded as an unstoppable force for growth, artificial intelligence now faces critical questions about sustainability, particularly as funding models and market sentiment shift.
One indicator worth watching closely in comparison with the dotcom era is the source of funding for hyperscaler capital expenditure. We are now seeing evidence that companies have started to rely on debt rather than free cash flows and…
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How China’s focus on affordable, accessible AI will shape the future