Apollo's Torsten Slok Says AI Capex Boom Is Growing Nearly Twice as Fast as the Mid-2000s Housing Bubble
Apollo's Torsten Slok warns the AI capex boom is building twice as fast as the housing bubble, posing severe macro risks if demand falters.
A big money expert says companies are spending on AI even faster than they spent on houses before 2008, which could be risky if people stop wanting AI stuff. When you see big spending booms, it's worth watching whether companies can actually make money from what they're building.
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