Deutsche Bank on ‘The Summer AI Turned Ugly’: More Cautious Than the Dotcom Bubble, Highlighting Concerning Data Center Metrics
Deutsche Bank on ‘the summer AI turned ugly’: ‘more sober’ than the dotcom bubble, with som troubling data-center math 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 […]