Jason Greenberg, Jefferies Executive Chairman of TMT Investment Banking and Global Head of IB Strategy, says AI demand remains strong but the market is entering a critical new phase: investors want proof that AI can generate real returns beyond chips and coding. He explains why software could be the next winner and why today’s data-center boom differs from telecom. (Source: Bloomberg)
Jason Greenberg, Jefferies Executive Chairman of TMT Investment Banking and Global Head of IB Strategy, says AI demand remains strong but the market is entering a critical new phase: investors want proof that AI can generate real returns beyond chips and coding. He explains why software could be the next winner and why today’s data-center boom differs from telecom. (Source: Bloomberg)
<iframe src="https://statesidedaily.com/embed/cluster/ada5479f6c224fac5b797704bcc0dd144a16b569" width="100%" height="320" style="border:0;max-width:680px" loading="lazy" title="Anthropic and the AI Spending Boom"></iframe>