Ed Yardeni: AI Companies May End Up Bailing Each Other Out Amid Deep Interdependence
VraserX · x · 2026-10-28
Veteran market strategist Ed Yardeni suggests that if the AI boom turns ugly, AI companies may end up rescuing each other — the idea of Anthropic bailing out a struggling neocloud is "apparently not that crazy." His core argument: the AI ecosystem has become so interconnected that even direct competitors may be too important to let fail.
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