Goldman Sachs’ Sharon Bell said Europe’s AI infrastructure shares have more room to run as hyperscalers are expected to increase AI spending again next year. The outlook is supportive for the AI infrastructure supply chain, but the article provides no specific company-level numbers or forecast magnitudes.
Goldman Sachs’ Sharon Bell said Europe’s AI infrastructure shares have more room to run as hyperscalers are expected to increase AI spending again next year. The outlook is supportive for the AI infrastructure supply chain, but the article provides no specific company-level numbers or forecast magnitudes.
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mildly positive
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0.25
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