OceanSquare’s Edward Dowd says Wall Street’s AI capex boom is losing steam as private credit stalls, enterprise demand softens, power constraints loom and open-

BWB News TV • 2026-07-23 16:46 UTC • By Billy Odell Tucker-Robinson

OceanSquare’s Edward Dowd says Wall Street’s AI capex boom is losing steam as private credit stalls, enterprise demand softens, power constraints loom and open-source pricing pressure grows.

Share this article

𝕏 X / Twitter Facebook LinkedIn WhatsApp

📚 More from Billy’s World

📰 Banking With Billy News All breaking financial news & market analysis 📚 Banking With Billy Books Deep-dive books on every financial story 💬 Join the Community discord.gg/VHxwmR5j4Y 🎥 Banking With Billy on YouTube Live streams & market commentary

Banking With Billy News Network — bankingwithbilly.com
Discord: discord.gg/VHxwmR5j4Y • YouTube: @BankingWithBilly