AI Spending Crash: Tech Sector Fallout
- AI capex collapses 40-60% faster than dot-com unwind due to higher leverage
- Enterprise ROI disappoints vs. 36% digital budget allocation expectations
- VC bifurcates sharply with AI funding dropping 70% while non-AI recovers
- Hyperscaler spending halts amid $80B+ annual commitments becoming unsustainable
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