AI 거품 꺼진다는데, 빅테크는 왜 돈을 더 쓸까? | 나스닥 급락 뒤 AI 투자의 다음 방향
백색나무 · 21:35 · Watch on YouTube
The video argues the recent Nasdaq sell-off reflects a rescheduling delay in AI buildouts, not collapsing AI demand, and that Big Tech capex will rise further in the coming year as spending shifts toward power generat...