Why AI Is Sucking Up the World’s Wealth
THE SO WHAT
If AI capex is pushing global trade imbalances to 2008-like levels, then your cost of capital, export exposure, and customer concentration are now tied to a handful of AI-heavy economies. CFOs should stress-test plans against a world where AI infra spend drives currency moves, rate paths, and demand shocks in ways that don’t look like prior tech cycles.
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