The AI trade is getting bumpy as investors question whether the massive spending on data centers and chips will generate sufficient returns. There is only so much capital companies can raise, and cracks are beginning to appear. Yet some prominent investors believe the market is underestimating how much further the AI boom can run. Speaking to CNBC earlier this week, Altimeter Capital founder and Chief Executive Brad Gerstner said investors have spent the past two years worrying about an eventual glut of AI computing capacity, only to miss substantial gains in semiconductor stocks.
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