{"id":1022169,"date":"2026-07-20T07:44:15","date_gmt":"2026-07-20T02:14:15","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1022169"},"modified":"2026-07-20T07:49:26","modified_gmt":"2026-07-20T02:19:26","slug":"analysis-among-ai-crowd-some-investors-position-for-slower-hyperscaler-spending-growth","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/07\/20\/analysis-among-ai-crowd-some-investors-position-for-slower-hyperscaler-spending-growth\/","title":{"rendered":"Analysis: Among AI crowd, some investors position for slower hyperscaler spending growth"},"content":{"rendered":"<p>MILAN: The parabolic rally in AI chipmakers has run into turbulence amid concern about valuations and the sustainability of their bumper revenues, with some investors quietly positioning for a slowdown in the near-trillion dollar spending boom that could provide a boon to the hyperscalers footing the bill. <\/p>\n<p>For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assumption that Microsoft, Amazon, Alphabet and Meta would keep accelerating spending on the buildout of data centers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>MILAN: The parabolic rally in AI chipmakers has run into turbulence amid concern about valuations and the sustainability of their bumper revenues, with some investors quietly positioning for a slowdown in the near-trillion dollar spending boom that could provide a boon to the hyperscalers footing the bill. For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assumption that Microsoft, Amazon, Alphabet and Meta would keep accelerating spending on the buildout of data centers.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1022169","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1022169","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1022169"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1022169\/revisions"}],"predecessor-version":[{"id":1022185,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1022169\/revisions\/1022185"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1022169"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1022169"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1022169"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}