US faces risk of massive capital destruction as Chinese AI models challenge hyperscalers: Jefferies

Sunday, August 2, 2026 - 01:12
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US faces risk of massive capital destruction as Chinese AI models challenge hyperscalers: Jefferies
The United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI models increasingly challenge the dominance and profitability of US hyperscalers, according to a report by Jefferies.

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