Search For "ai capex"
Investor concerns over AI Capex returns may grow as Big Tech market leader
Updated : 2 months, 1 week ago IST
The trend of investors questioning returns from artificial intelligence (AI) capital expenditure is expected to grow in the coming quarters as the market leadership of Big Tech in the US stock market shows signs of breaking down, according to a report by Jefferies.
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AI investment collapse could make US economy vulnerable: Jefferies
Updated : 4 months, 2 weeks ago IST
A sudden collapse in artificial intelligence (AI) investment could make the United States economy vulnerable, as AI-related capital expenditure has emerged as a key driver of economic growth in recent years, highlighted a report by Jefferies.
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Jefferies favours China's AI strategy over US, citing energy advantage and
Updated : 6 months, 3 weeks ago IST
Jefferies, in its latest report, highlighted that it favours the Chinese approach to artificial intelligence (AI) over the US approach, citing structural advantages in China's energy capacity and the open-source model driving innovation.
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