Barron's analysis highlights multiple signs of cooling AI enthusiasm: semiconductor index down 12% in seven days, CoreWeave stock down 24%, debt yields surging. OpenAI revenue confusion and Anthropic's weak investor day add to sentiment drag. Rising rates and local data-center opposition are developing headwinds. Yet GPU rental prices remain strong and demand still outpaces supply. The piece suggests 2027 is a pivotal year for the AI capex cycle.
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