$NEBIUS(NBIS)$ Interesting take from an analyst: AI is "too big to fail" and because of US national security concerns, since the US can't afford to lose this race to China, the government should bail out the AI industry similar to how big banks were bailed out years ago. It's an interesting point, and something like that could play out six to nine months down the line if these debt issues keep halting data center buildouts, which are essential for AI growth.
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