AI Capex, Gamble or Jackpot?: Market Snapshot
THE SO WHAT
When a major chip supplier calls AI spend a “casino” while ASML and TSMC print strong numbers amid a tech rout, you’re looking at a classic capex overshoot risk — the infra build may be ahead of durable demand. If you’re not an infra provider, resist matching hyperscaler capex psychology; bias toward smaller, revenue-linked AI bets with 12–24 month payback.
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