AI's Risky Reliance: Is the Boom Built to Last?
Update: 2025-09-28
Description
Is the AI Supply Chain a House of Cards? Nvidia and Oracle's earnings reports reveal a surprising reliance on a few major customers, sparking fears that a slowdown in spending by these giants could trigger a market crash. While experts say overall AI demand remains strong, the concentration of risk on blockbuster deals and companies like OpenAI means the $500 billion AI dream could quickly unravel if investor enthusiasm fades.
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