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Wellington Management: AI buildout will continue to catch investors off guard

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Deutsche Bank Private Bank bolsters its Asia FX platform Kent Lee and Divik Maheshwari become co-heads of FX advisory. But investors may have a good reason to be cautious about the recent beneficiaries of the artificial intelligence buildout. Investors are still underestimating the scale of the artificial intelligence (AI) infrastructure buildout, despite ongoing debate surrounding a bubble in AI ...
The article highlights the ongoing boom in the artificial intelligence (AI) infrastructure buildout, with memory chip manufacturers such as Micron, SK Hynix, and SanDisk experiencing significant increases in their stock prices. This growth is due to both a shortage in memory chips and investors underestimating the scale of the AI infrastructure buildout. However, this rapid growth may not be sustainable as the market catches up to reality, potentially leading to a decrease in demand and memory p...