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Jefferies Issues Warning: US AI Investment Poised to Reach All-Time High, with a Potential Slowdown Posing a Risk to the Economy
1 day ago /
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Author：小编
On October 16, the US dollar and Treasury yields took a dip, fueled by worries about whether the debt-funded AI investment craze could keep going strong. Jefferies economist Mohit Kumar pointed out in a report that over the next three years, the US is gearing up to pour 2.5% to 3% of its GDP into capital expenditures and AI infrastructure projects. This level of investment far outstrips any previous infrastructure push in the nation's history. He also raised a red flag, cautioning that if the pace of AI infrastructure development were to slacken, it could send shockwaves through related companies and the broader US economy.
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