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Jefferies says cheaper AI models to boost infrastructure demand; Favours memory chip makers
The emergence of low-cost artificial intelligence (AI) models is unlikely to slow AI investments. Instead, it could increase demand for computing infrastructure, according to a report by global brokerage Jefferies.
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thehindubusinessline.com
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Jefferies says cheaper AI models to boost infrastructure demand; Favours memory chip makers
The emergence of low-cost artificial intelligence (AI) models is unlikely to slow AI investments. Instead, it could increase demand for computing infrastructure, according to a…
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What could end the tech rally? Jefferies flags investment risks as China’s cheap AI models threaten US players
Jefferies warns that China's affordable AI models could disrupt US tech giants, impacting investor confidence and slowing revenue growth.