Reported 2 months ago
Despite a bounce back in US equities, concerns linger over the tech sector's capital expenditures amid changing market dynamics. Analyst Jackson Ader discusses how major players like Microsoft are prioritizing flexibility in AI investment, highlighting that only half of its capital expenditure is committed to long-term assets, with the other half directed towards more adaptable solutions such as GPUs and in-house chips. This adaptability is crucial for investors navigating the evolving tech landscape.
Source: YAHOO