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The AI bubble is popping; we just don't know it yet

28 min•2 augusti 2026

Between eye-watering capex expenses, shrinking free cash flow, and worries about chip availability, things are starting to look tight. El Reg Editor-in-Chief Matt Rosoff and Systems Editor Tobias Mann join host Brandon Vigliarolo for this episode of The Kettle to discuss what the numbers mean and how things pan out.

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