Watch Desk posted an update
Investors are looking for proof that AI can generate returns beyond chips and coding, Jefferies executive Jason Greenberg says in a Bloomberg interview summary. He argues that software could be the next winner as the market enters a new phase of the AI build-out.
Why it mattersGreenberg also says today’s data-centre boom differs from telecom. The summary offers no figures or detail to test that comparison, but the shift in focus is useful: building capacity is one thing; showing what it earns is another.
Discuss: What evidence should investors demand before treating AI software as the next winner rather than another promise attached to the infrastructure boom?
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