AI Crash: Is This It?

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Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1. Is this it? What is the soft landing level of AI capex?
2. Are you sure yields would fall in an AI crash - what about the fiscal situation?
3. Is global decoupling from an AI crash really plausible?