Investors Adjust AI-Related Portfolios Amid Slowing Hyperscaler Spending Growth
Concerns are growing that hyperscalers like Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) and Meta (META) may slow their data center spending growth in the coming years, prompting investors to shift from semiconductor stocks toward cloud providers and software companies. UBS forecasts a significant slowdown in hyperscaler capital expenditure after 2026.
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