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  4. AI Bubble Fears Return with Circular Financing and CapEx (Preview)

AI Bubble Fears Return with Circular Financing and CapEx (Preview)

Financial Sense(R) Newshour - A podcast by Jim Puplava

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Business Education News & Politics

Oct 14, 2025 – AI circular financing raises concerns as firms invest trillions in infrastructure amid lagging user adoption and free Chinese models. With tech CapEx at 4.5% of GDP, risks loom if revenue growth and monetization don’t materialize soon...

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