The AI lab is touting growth to investors even as the industry's infrastructure bill sparks fresh unease. Here's what the debut signals for the capex supercycle.

Analyst sees $8.5T needed to justify AI datacenter capex, but only $3.6T in revenue coming, forcing a brutal shake-out.

The chip giant's chief likened the AI capex frenzy to a casino floor, warning that extreme expectations are being set without real understanding - a reality check for boards betting big on AI.

South Korea's market took the hardest hit as investors weigh a reported Chinese chip breakthrough against the durability of the A.I. capex boom.