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Gartner analyst behind tech rout: AI returns are not yet large enough to justify neocloud build-out
The firm stands behind analysis that sent shockwaves through the market last week.
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The firm stands behind analysis that sent shockwaves through the market last week.
We're holding a small position in Home Depot to be ready for when rates eventually fall.
The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem.
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