AIThe Registerabout 2 hours ago
AI bubble popping as big tech Q2 earnings disappoint
19 min read
Big tech's Q2 earnings show investors deflating the AI bubble. Eye-watering capex expenses, shrinking free cash flow, and chip availability worries are tightening conditions, according to The Kettle episode featuring Matt Rosoff, Tobias Mann, and Brandon Vigliarolo.
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