Billionaire Who Called 2008 Bubble Bets AI Hardware
A legendary macro investor who warned about the 2008 bubble has sold Alphabet and moved into AI hardware names, signa...
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23,413 articlesA legendary macro investor who warned about the 2008 bubble has sold Alphabet and moved into AI hardware names, signa...
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Google’s looming compute constraint and a $462 billion backlog set the stage for a broader AI access debate. Investor...