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AI trade loses steam as infrastructure boom faces reality check

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AI trade loses steam as infrastructure boom faces reality check

Record earnings, rising competition and concerns over slowing AI spending are forcing investors to reassess one of the market's biggest trades.

AI trade loses steam as infrastructure boom faces reality check

Source：CoinDesk

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Source：https://www.coindesk.com/markets/2026/07/07/ai-trade-loses-steam-as-infrastructure-boom-faces-reality-check