AI companies are rationing compute. That’s a boon for traditional software, one analyst says.
AI compute rationing seen as a boon for traditional software, with a software ETF having its best week in 25 years.
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ai companies are rationing compute, and one analyst says that's a boon for traditional software. the closely followed ishares software etf just had its best week in 25 years. some believe the sentiment around ai may be changing, at least for now.
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