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News  ›  Benzinga

The AI Bubble Is Bursting, But Not For The Reason You'd Think

Benzinga Logo Benzinga By Piero Cingari
The AI Bubble Is Bursting, But Not For The Reason You'd Think

AI infrastructure demand is overwhelming supply, causing potential sector constraints. Companies like CoreWeave are struggling to meet massive AI infrastructure orders, signaling a potential slowdown not from lack of interest, but from inability to scale quickly enough.

Insights
SCHWpD   neutral

Mentioned as a traditional broker modernizing its platform and competing in the mobile investing space


CRWV   negative

Stock dropped 30% after admitting inability to deliver infrastructure quickly enough, with $55.6 billion backlogged revenue and supply chain limitations