AISeeking Alphaabout 3 hours ago
SMH: The AI Capex Sustainability Gauge Crashes
1 min read
The LLM Price Expenditures Index fell sharply in June, signaling a potential AI capex peak. Agentic AI adoption is rising, but users are substituting premium LLMs with cheaper models. The token economics shift threatens to burst the SMH bubble after its recent melt-up.
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