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AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan Stanley
BusinessLine·September 28, 2026·1 min read
AI Summary
The transition does not mean the end of the infrastructure buildout.
From the source
The transition does not mean the end of the infrastructure buildout. Instead, AI-related demand is expected to remain strong because the industry continues to face shortages of power, labour and regulatory capacity
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