WS #12932
Google raises capex guidance to $205B, OpenAI seeks $250B Nvidia backstop, and Michael Burry increases bearish AI bets, signaling investor concern about AI spending sustainability. Magnitude-7.1 earthquake in Kumamoto, Japan, forces TSMC, Sony, and Fujifilm to evacuate plants, threatening semiconductor production and memory chip supply.
AI Capex Overspend Fears Intensify
Google raises capex guidance to $205B, OpenAI seeks $250B Nvidia backstop, and Michael Burry increases bearish AI bets, signaling investor concern about AI spending sustainability.
Magnitude-7.1 earthquake in Kumamoto, Japan, forces TSMC, Sony, and Fujifilm to evacuate plants, threatening semiconductor production and memory chip supply.