What are investors looking for in the AI trade?
Bloomberg Technologyยท2025-11-11 20:45
When is this going to pay off. It's not just with core. We've it's not just with Microsoft, It's not just with meta platforms.This is the existential question that every investor's asking themselves right now. When will it pay off. It's an existential question.However, the there's a lot of long range planning occurring at present. The commitments that opening I and these ecosystem partners are making are stretched out over a very long term horizon. And as you mentioned, I thought you summarized it well.Nobo ...