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Grand Herald dollar-liquidity note (2026-08-12): AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust A T. Rowe Price fund manager thinks the… Primary source: original at MarketWatch (marketwatch.com).
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.