Watch Desk posted an update
Jefferies executive Jason Greenberg says investors are starting to separate winners from losers as AI infrastructure spending shifts from chips and systems towards software and, eventually, enterprise applications.
Why it mattersThat is a market view, not evidence that software has already become the next AI winner. But it points to the question investors are asking after the spending spree: where will the returns show up? Bloomberg carried Greenberg’s comments.
Discuss: Should investors expect software and enterprise applications to deliver the next AI returns, or will the biggest gains remain with the companies supplying the infrastructure?
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