Markets Are Reevaluating AI 'Speed Limit,' Schwab's Sonders Says
THE SO WHAT
Public markets are stress-testing whether hyperscalers’ AI capex clears their cost of capital — the “speed limit” is now a financing and ROI question, not just a chip question. If you’re pitching AI infra or tooling, expect tougher scrutiny on payback periods and real usage, not just TAM slides.
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