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‘Dean of Valuation’ Warns of AI Cash Drain: 4 Ways to Play the Shift | WAPE

Newsbenzinga

‘Dean of Valuation’ Warns of AI Cash Drain: 4 Ways to Play the Shift

Oct 9, 2026, 07:33 ET · Published

Article summary

Aswath Damodaran breaks down 2026 AI capex: rising cash burn, tech shifting to heavy assets, and 4 paths for stock investors.

An excerpt from the original article.

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