
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
Short excerpt below. Read at the original source.
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 […]