"Investors voiced growing worry the AI bubble will burst, as concerns mounted over eye-popping capex plans, debt issuance, and expansion. Alphabet, Meta, and Oracle all either issued new bonds or reportedly planned to do so, with interest rates on the rise. Separately, institutional investors have urged #Anthropic —which expects to spend nearly $900 billion on #AI infrastructure in the coming years —to lower its IPO valuation target, according to The Wall Street Journal."https://www.semafor.com/article/11/03/2026/ai-investors-increasingly-nervous-over-ai-bubble
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