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Analysts question AI investment strategy as local models challenge hyperscalers

Market experts suggest investors may be overcommitting to large data centers while smaller, localized AI solutions emerge as potential disruptors.

26 Aug, 10:51 — 26 Aug, 10:51
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cnbcMostly Factual6h ago

Are investors backing the ‘wrong future’ in AI? Analyst sees unexpected winners — and bad news for hyperscalers

One investment strategist said local AI models could upend the data center boom — and named these potential winners from the fallout.

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