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Calls to slow AI development may unsettle markets in the near term, but BMO Capital Markets’ Jennifer Lee says the bigger AI build-out is unlikely to reverse.
Why it mattersSpeaking to Bloomberg, she points to continuing infrastructure investment, labour shortages and demand for automation, while warning that jobs, data centres and profitability could temper the pace. In other words, the accelerator may ease off without the server racks being wheeled back out of the building.
Discuss: If AI growth slows, which gives way first: data-centre spending, investor enthusiasm or demand for automation?
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