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Business & Markets

4 posts

Articles here examine the economic side of AI — investment cycles, adoption costs, market incentives, and return on investment. The focus is on separating sustainable value from speculative momentum in AI-driven business decisions.

  • Business & Markets

When Virtual Influencers Stop Being Cheaper Than Humans

  • December 29, 2025
In marketing budget reviews and brand planning discussions, virtual influencers are often justified on economic grounds. Compared to human creators, they appear more predictable, easier to reuse, and less exposed…
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  • 3 min
  • Business & Markets

Why Global Investors Are Looking to Chinese AI as U.S. Tech Valuations Stretch

  • December 24, 2025
By late 2024, during routine year-end portfolio reviews, many global portfolios showed an unusual feature: a large share of their growth exposure was effectively tied to a small group of U.S.…
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  • 4 min
  • Business & Markets

The Hidden Cost of AI Infrastructure: What Capex Numbers Don’t Show

  • December 9, 2025
AI infrastructure spending is often described through headline capital expenditures: billions committed to GPUs, data centers, and networking gear. Those numbers feel concrete and reassuring to investors, executives, and planners…
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  • 4 min
  • Business & Markets

AI’s Capex Surge: Supercycle or Bubble?

  • December 1, 2025
Capital spending on AI infrastructure has accelerated faster than almost any recent technology wave. Microsoft, Alphabet, Meta, and Amazon — the four largest drivers of AI infrastructure investment — are now…
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