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Markets were on edge this week as a steady stream of negative headlines around the artificial intelligence trade stoked fears of a bubble.
Famed short-seller Michael Burry cast doubt on the sustainability of AI earnings. Concerns around the levels of debt funding AI infrastructure buildouts grew louder. And once high-flyers like CoreWeave
tanked on disappointing guidance.
CNBC’s Deirdre Bosa asked those at the epicenter of the boom for their take, sitting down with the founders of two of the buzziest AI startups.
