Crunchbase News: From AI Hype To AI Math: The Market Just Changed The Rules 

In this article, we discuss how the AI market has shifted from rewarding bold narratives and infrastructure announcements to demanding clear, sustainable economics. Using recent examples from Microsoft, Oracle, Nvidia, and OpenAI, the analysis shows how rising capital intensity, growing debt, and slowing marginal returns are reshaping investor expectations. The piece explores what this means for valuations, financing strategies, and acquisition decisions, and outlines how founders should adapt by focusing on capital efficiency, flexible architectures, and defensible unit economics in an era where AI success is measured in cash flow, not headlines.

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