Hyperscale Cloud Providers Expected to Keep AI Investment Steady Near Term

An economist and portfolio manager at investment bank ICM expects hyperscale cloud providers to maintain their current artificial intelligence (AI) investment plans in the near term, despite market expectations of tighter U.S. oversight after Democrats' election win. The assessment rests on the view that U.S. AI policy is unlikely to change direction substantially. Markets expect stronger oversight of the AI industry and data center construction following the Democrats' clear victory. Hyperscale cloud providers are also an important source of long-term bond supply. Over the past two years, U.S.

Source: TokenPost