Principal's Shah discusses AI capex cycle and markets
AI summary
Seema Shah, Chief Global Strategist at Principal Global Investors, spoke with Bloomberg's Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore about the AI capex cycle and its effect on investor sentiment. The published summary offers no specific capex figures or market calls.
In-depth insight
Comments from large asset managers on the AI capex cycle are a useful signal of how institutional investors view the durability of the current AI spending boom.
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