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SPEAR Invest’s Ivana Delevska says AI expansion will be driven more by capital strength than policy. She argues megacaps can keep funding the buildout because b

BWB News TV • 2026-11-09 17:11 UTC • By Billy Odell Tucker-Robinson
SPEAR Invest’s Ivana Delevska says AI expansion will be driven more by capital strength than policy. She argues megacaps can keep funding the buildout because b
SPEAR Invest’s Ivana Delevska says AI expansion will be driven more by capital strength than policy. She argues megacaps can keep funding the buildout because balance sheets are far stronger than during the 2000s capex cycle.
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