SignalTech/AI
AI CAPEX COULD HIT $1.6 TRILLION NEXT YEAR, SAYS FUND MANAGER WHO SEES MORE ECHOES OF 1998 THAN THE DOT-COM BUST - MARKETWATCH
AI CAPEX COULD HIT $1.6 TRILLION NEXT YEAR, SAYS FUND MANAGER WHO SEES MORE ECHOES OF 1998 THAN THE DOT-COM BUST - MARKETWATCH
What changed
AI CAPEX COULD HIT $1.6 TRILLION NEXT YEAR, SAYS FUND MANAGER WHO SEES MORE ECHOES OF 1998 THAN THE DOT-COM BUST - MARKETWATCH
Why it matters
AI CAPEX COULD HIT $1.6 TRILLION NEXT YEAR, SAYS FUND MANAGER WHO SEES MORE ECHOES OF 1998 THAN THE DOT-COM BUST - MARKETWATCH — impact context not separately stored; see What changed.
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Aug 12, 2026 11:50 AM ET