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The Potential Risks and Dynamics of AI Vendor Financing Explored at the San Diego Meetup
In a compelling live presentation delivered during an Analyzing Finance meetup in San Diego on October 4th, investor and industry expert Murphy McCann offered a deep dive into the intricate world of AI investment, vendor financing, and the risks lurking beneath the booming AI and semiconductor sectors. The talk sheds light on how massive deals, speculative valuations, and aggressive vendor financing strategies could set the stage for a potential sector bust, should certain assumptions prove incorrect.