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Making A ‘Plan B’ for the AI Boom
Posted
August 22, 2026
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15,735
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August 22, 2026
15,735
244
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2.03%
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10:20Now PlayingSam Palmisano says the AI boom is built on long-cycle bets in data centers, chips and energy, even as AI software changes at breakneck speed. If adoption slows or cheaper Chinese open-source models gain traction, Big Tech may have to rethink the spending plans behind today’s AI race.
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