bullish
Market take: Patience needed in the AI buildout
SUMMARY
- Tech and cloud firms are heavily investing in artificial intelligence, but there are questions about whether the revenues from AI will catch up with the capital spending
- It will take time for big tech companies to see a return on their AI investments, with the AI build-out expected to take years
- There are opportunities for investment in firms supplying key inputs for the AI sector, such as energy, utilities, materials, and real estate
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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