Why I See It Similarly to Lisa Su
Hyperscalers cannot afford to invest less in AI and leave the field open to competitors!
What we are seeing is, in my opinion, a rational exaggeration and I expect a continuation upwards!
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I expect that the current correction in the markets will largely be made up for in the coming months, and we will see new highs in the AI space. The AI boom is not, in my opinion, a short-term hype but rather a multi-year investment cycle. While things can go wrong in the medium term, the strong numbers and the outlook from NVIDIA that exceeds expectations show that many analysts continue to underestimate the actual scale of investments – no hyperscaler can afford to cut back on AI spending now. The Fear-&-Greed Index currently signals more...
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