The rapid growth of the artificial intelligence sector is facing challenges that could slow its expansion. UBS estimates that global AI investments could reach 500 billion dollars in 2026, but signs of capital spending deceleration are beginning to emerge. Investors appear to be rotating between chipmakers and hyperscalers, suggesting a potential peak in the AI investment boom. NVIDIA, Tesla, and Alphabet remain at the center of market participants’ attention, whose allocations continue to evolve within the sector.
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