Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.
Jefferies strategist Chris Wood warns the AI boom will end, not due to a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He believes concerns over capital misallocation, rather than supply issues, could trigger a…
Market Samachar is a news aggregator. This article was originally published by Stocks-Markets-Economic Times. Tap the button above to read the full story on their site.