Google Cloud and Intel's data-center business grew quickly, while Alphabet's capital spending exceeded its operating cash flow and Intel's server sales relied heavily on higher-priced products.
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Rallo argues that the collapse of Alphabet, Intel, Reddit and Service Now is not the burst of the AI bubble, but the effect of its success. La entrada Rallo alerts: the fall of technology by the AI sinks to Google, Intel and Reddit on the stock market aparece primero en Merca2.