Source: Seeking Alpha
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AI Bubble Burst: Token Prices Collapse, And Yields Soar
The LLM Token Expenditures Index has collapsed by almost 60% in Q2, and this might force a stall or cut in AI capex as profit margins for hyperscalers shrink. Global yields are soaring, which means a higher cost of capital for hyperscalers, and possibly higher credit risk.
Source: Seeking Alpha
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