Asianet Newsable on MSN

AI investment cycle nearing end over lack of returns: Jefferies report

A Jefferies report suggests the AI investment cycle could end due to a lack of returns, not spending cuts. It points to a ...
Asian News International

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

The AI investment cycle is most likely to end not because US hyperscalers cut spending, but because markets start pushing ...