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BofA Survey: 61% of Investors Expect No AI Capex Cuts, 28% Anticipate Reductions
A Bank of America survey shows most investors anticipate AI hyperscalers will sustain capital spending levels through the year. Twenty-eight percent of respondents expect reductions instead.
Jul 14, 3:19 AM·1m read1 source
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A Bank of America survey found that 61 percent of investors do not expect AI hyperscalers to reduce capital expenditures this year. Twenty-eight percent of those polled said they anticipate cuts. The BofA FMS poll measured investor views on spending plans by major AI infrastructure builders.
Results were reported by @financialjuice. No further details on sample size or methodology were provided in the release.
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