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The Carlyle Group research.

Research published by The Carlyle Group, indexed and attributed by Global Real Estate Intelligence. We summarise briefly, credit the source, and link to the original.

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Bursting the Bubble in the AI Debate

Jason Thomas argues that major tech companies have shifted from asset-light to capital-intensive models due to AI infrastructure investment, yet retain valuations built on the old model. He contends that when these companies acquire $100 million in data-center assets, shareholders are effectively asked to pay far more at current price-to-book ratios.

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