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Alphabet and Amazon are projected to invest $420 billion in AI infrastructure by 2026.

Alphabet and Amazon are leading the global investment surge in artificial intelligence, with the administration announced that the two tech giants plan to spend between $195 billion and $205 billion and $220 billion respectively on AI infrastructure by 2026. This massive capital expenditure is driving significant growth for hardware providers like Nvidia, Broadcom, and memory chip makers Micron and Sandisk. While the investment boom is substantial, analysts debate whether the current market is a rational growth phase or a speculative bubble. Some experts warn that the high level of leverage and

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