The post AI Capex Cycle Shifts to Scrutiny, Not Stagnation appeared first on StartupHub.ai.

The current wave of Artificial Intelligence investment, while seemingly boundless, is entering a new phase of scrutiny, according to Gene Munster, Managing Partner at Deepwater Asset Management. His recent analysis, presented on CNBC’s ‘Fast Money,’ underscored that while the AI capital expenditure cycle still has “a few years left,” investors are increasingly disinclined to “write […]

The post AI Capex Cycle Shifts to Scrutiny, Not Stagnation appeared first on StartupHub.ai.