Macro· ★★★★· bearish·

Gartner warns $3.5T of AI infrastructure spending at risk of impairment as stocks slide, Bitcoin at $81,150

  • —Gartner sees a $4.9 trillion gap between the $8.5T revenue needed and its $3.6T forecast
  • —CoreWeave dropped 15%, Nvidia fell 2% and Micron lost 4.5% in premarket trading
  • —Kospi plunged 7.57%, with Samsung and SK Hynix down more than 9% each
  • —Bitcoin fell 0.7% to $81,150 and Ethereum lost 1.8% to $2,370
Why it matters: The flight from risk assets is weighing on crypto, with Bitcoin holding near $81K as AI-linked equities sell off.
Source: Blockmedia