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Investors rotate within AI trade as slowing hyperscaler spending becomes a growing concern
InvestorsHub34d agoneutral
Investors rotate within AI trade as slowing hyperscaler spending becomes a growing concern

Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe