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Ken Griffin warns AI chip glut could trigger price freefall

Original: Ken Griffin Compares AI Chips to Airline Seats, Says Glut Could Send Pricing Into Freefall

Billionaire hedge fund manager Ken Griffin, founder of Citadel, compared AI chips to airline seats, arguing that a future oversupply could send chip pricing into a steep decline. His warning adds to ongoing debate about whether massive AI infrastructure spending is building a bubble, with investors closely watching semiconductor demand and capacity across the industry.

Why now: Markets are on edge about whether AI infrastructure investment is overheating, and a prominent investor's supply-glut warning fuels that debate

Ken GriffinCitadelAI chip industry

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