AI & Economy News ・ 🏗️ Corporate Capex

AI capex cycle has 2-3 more years to run, says economist

CNBC · 10/21 06:20 UTC

My Bui, an economist at AMP, explains why she thinks current AI sector risks are contained and compares today's market fundamentals with the dot-com bubble. She also discusses the interest rate outlook and why she thinks major central banks may not need to hike aggressively this year.

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