AI's Risky Reliance: A Few Giants Drive the Boom
Update: 2025-09-28
Description
Is the AI Boom Built on Shaky Ground? Nvidia and Oracle's earnings reports reveal a surprising reliance on just a few major customers, sparking fears that a slowdown in spending from these tech titans could derail the entire AI industry and the stock market rally it's fueling. Are we heading for an AI winter, or will explosive demand keep the party going?
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