Deutsche Bank On ‘the Summer AI Turned Ugly’: Markets Are ‘more Sober’ Than The Dotcom Bubble, But With Troubling Data Center Math

Deutsche Bank on ‘the summer AI turned ugly’: markets are ‘more sober’ than the dotcom bubble, but with troubling data-center math

via fortune.com

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Deutsche Bank analysts have been watching Amazon Prime, it seems. Specifically, the “breakout” show of the summer, “The Summer I Turned Pretty.” In the AI sphere, analysts Adrian Cox and Stefan Abrudan wrote, it was the summer AI “turned ugly,” with several emerging themes that will set the course for the final quarter of the […]

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