This is Money
Time to reassess your bets on the AI boom?
xCruzo Brief
US tech investors are being forced to reassess exposure to the AI boom as anxiety grows around Big Tech’s spending and as money rotates into safer or alternative assets. Nvidia’s second-quarter results offered a measure of reassurance: sales doubled to $96.2 billion, supporting Nvidia as a sector proxy. CEO Jensen Huang said AI has reached an “inflection point,” with tokens becoming productive and “compute” turning into revenue. But the article warns of a potential “debasement trade,” with traders favouring gold and bitcoin amid tensions involving Donald Trump’s stance with Iran’s trading partners and actions by US Treasury Secretary Scott Bessent in bond markets. With US bond yields above 5%, high-debt AI spenders could face pressure.
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