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Investors Weigh AI Euphoria
Bloomberg Technologyยท2025-09-16 19:45

More. This fits into the whole array of conversation we keep having about the need for investment in I. We just think back to Oracle's numbers last week and how much they were showing that they've got this backlog building.We've got all the hyperscalers trying to build out. Alphabet's looking to build a data center in the UK. Are we seeing that continuing to go up into the right at the speed that we see at the moment.Well, I think what we're seeing is actually we're hitting an inflection point in inferencin ...