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SoftBank dismisses AI bubble concerns, reiterating 'supply is very much short' thesis on compute capacity.

Major institutional capital defending structural supply scarcity narrative; validates conviction in data center capex cycles.
Trade pressSlicast · August 7, 2026 · US · Source: Google News
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SoftBank dismisses AI bubble concerns, reiterating 'supply is very much short' thesis on compute capacity.

Major institutional capital defending structural supply scarcity narrative; validates conviction in data center capex cycles.

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SoftBank dismisses AI bubble concerns,… · Slicast