AI Spending Powered by Demand: JPMorgan’s Aliaga

Now we just have the latest. David Einhorn coming out saying, I'm worried about the sheer scale of infrastructure investment at the moment and that billions is going to be lost in terms of capital. What do you thinking of these warnings around a bubble.Yeah, it's clear we're seeing explosive demand demand growth that we've really never seen before. That doesn't mean it's not real, but it does mean that we should continue to really look at these valuations and perform these sanity checks. And what gives me s ...