Hyperscalers prepare Q2 earnings as AI CapEx scrutiny intensifies
Bloomberg segment previews upcoming hyperscaler quarterly results and debates whether AI capital expenditure signals a bubble. Guest argues CapEx cuts would confirm the end of a volatile phase that began in May, citing token cost declines as a possible leading indicator of reduced spending. Discussion covers 60% US adoption of cheaper open-source Chinese models and contrasts Korean chip stock weakness with broader market resilience.
Source: Bloomberg Television