(https://www.cnbc.com/2026/06/23/an-ai-price-war-could-take-the-thunder-out-of-pending-ipos.html) — and that's the real story today. This isn't margin pressure. This is demand destruction wrapped in the language of "optimization." When Oracle signals headcount compression on enterprise AI and now you're seeing buyers shop for cheaper inference models, you're watching the capex cycle inflection happen in real-time.

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