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Hyperscaler spending and the prospect of shareholder pressure
Semafor’s Liz Hoffman argues hyperscalers won’t stop spending until shareholders make them, while linking that spending to broader inflation.
TLDR
In a Semafor view, Liz Hoffman argues that hyperscalers won’t stop spending until shareholders make them. Semafor says the spending is spreading inflation beyond Silicon Valley and obscuring problems elsewhere.
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