Some 'Overexuberance' In AI: Sadek Wahba
THE SO WHAT
A $3B infrastructure credit fund closing while its manager warns of AI “overexuberance” suggests capital is rotating from speculative AI bets into the rails that support them. If you’re building infra — power, fiber, data centers — this is your window; if you’re a pure AI app, expect investors to scrutinize your tie to real assets and cash flows.
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