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 summer AI “turned ugly,” with several emerging themes that will set the course for the final quarter of the … Read more