The myth of "perpetual scarcity of computing power" has been debunked! Meta's resale of computing power triggers a "bullwhip effect"—is the AI bull market facing a "halftime reshuffle"?

老虎证券2026/07/02 06:49

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A rapid repricing of expectations around whether “AI capital expenditure has peaked” is accelerating across the global technology investment landscape.

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The myth of "perpetual scarcity of computing power" has been debunked! Meta's resale of computing power triggers a "bullwhip effect"—is the AI bull market facing a "halftime reshuffle"?

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