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Blackstone President Jon Gray said that AI infrastructure development is catching up with real demand that has already grown rapidly, unlike the telecom bubble of the 90 era. He also cautioned that high upfront investment, financing costs, and technological iteration may affect investment returns.
The report title states that JPMorgan is bullish on Google and Amazon, and focuses on AI when the investment will generate returns.
Jensen Huang stated that it is inappropriate to attribute AI all pressure for investment payback to companies.
PANews, citing Arkham, stated that Fomo platform user “scout”5 weeks ago invested 12700 USD to purchase ZCAT, has partially cashed out, and still holds a position of approximately 416800 USD. Based on the reported figures, the cumulative profit is approximately 422000 USD。