2026.33: The CapEx Train Keeps Rolling
Nvidia introduced a new funding mechanism to tap long-duration capital, addressing the growing concern that AI infrastructure investment may outpace current revenue generation The EU has mandated AI providers to watermark all AI-generated outputs, including text, prompting debate over the practicality and philosophy of such requirements New York City demonstrates the resilience of network effects in retaining industry, while Hollywood illustrates how those effects can be disrupted by outsourcing
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