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Louis-Vincent Gave: Discussion planned on sustainability of AI capex amid rising corporate bond yields

Louis-Vincent Gave: Discussion planned on sustainability of AI capex amid rising corporate bond yields
AI capex boom and bond yields discussion

Louis-Vincent Gave said he and Anatole Kaletsky were set to discuss the sustainability of the current AI capital expenditure boom, especially in the context of rapidly increasing corporate bond yields. Their planned conversation was part of their regular Gavekal online meeting.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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