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The Economic Times

Business / The Economic Times

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Global Market: AI investment story shifts from spending to picking the winners

The AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and neocloud providers remain key beneficiaries, but investors increasingly prioritise profitability, valuations and infrastructure control. As computing capacity expands, companies with strong balance sheets, customer relationships and diversified technology ecosystems may capture the biggest long-term gains.

17 Aug 2026 1:01 pm