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Major tech companies, including Microsoft, Nvidia, and Apple, are investing heavily in AI infrastructure, with capital expenditures reaching $400 billion in the past year. Experts caution about a potential AI bubble that could impact the global economy, highlighting concerns over the short lifespan of specialized chips used for AI training. While demand for generative AI grows, companies are still struggling to monetize the technology effectively, raising questions about the sustainability of long-term AI demand.