The day that the market realises that they've overspent (on AI) and there's a sudden collapse in the capex, then India can start outperforming again.' ...
The AI industry is careening headlong towards a huge shakeout that’s going to separate the haves from the have-nots and concentrate power in the hands of just ...
Jefferies' Christopher Wood warns US AI capex boom may face scrutiny; says India underperforms amid AI trade, while Kotak MF sees IT selloff overdone.
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