Fitch Ratings Says Emerging Threats To AI Capex Boom, Geopolitical Risks In Middle East, Tightened Funding Point To Heightened Risk Environment Into 2027; Material Reassessment Of Long-Term AI Monetization Prospects Could Result In Reduction In Capex, With Implications Across AI Value Chain; If Oil Supplies Through Hormuz Strait Continue To Be Hampered Beyond 1Q27, Then Higher Oil Price Scenario Than Our Base Case Would Materialize