Reported 3 days ago
Roosevelt Bowman, a senior investment strategist at Bernstein, predicts a significant shift in the AI trade landscape by 2025, moving away from its current focus on semiconductors and cloud computing towards power infrastructure and cooling technologies. He emphasizes the immense energy demands of AI models and sees this transition creating new market opportunities. However, Bowman urges caution regarding market optimism and suggests that investors should adopt a defensive stance, favoring sectors like healthcare and consumer staples.
Source: YAHOO