AIBullishFortune Crypto · 3h ago7/10
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What bubble? JPMorgan says the $5.5 trillion AI capex explosion is profitable–for now
JPMorgan's midyear outlook challenges the notion of an AI capex bubble, arguing that hyperscalers' massive $5.5 trillion capital expenditure investments remain profitable despite concerns over sustainability. The bank's analysis suggests debt markets remain stable and the AI investment cycle has runway ahead, signaling confidence in the sector's economic fundamentals.
