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EXCLUSIVE: If AI Capex Cracks, Nvidia Could Feel It Before Meta Does | WAPE

Newsbenzinga

EXCLUSIVE: If AI Capex Cracks, Nvidia Could Feel It Before Meta Does

Sep 30, 2026, 11:48 ET · Published

Article summary

WisdomTree’s Sam Rines says a slowdown in AI capex could hit Nvidia and infrastructure providers harder than AI implementers like Meta.

An excerpt from the original article.

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