{"id":1029413,"date":"2026-08-18T07:30:01","date_gmt":"2026-08-18T02:00:01","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1029413"},"modified":"2026-08-18T07:38:51","modified_gmt":"2026-08-18T02:08:51","slug":"global-market-ai-investment-story-shifts-from-spending-to-picking-the-winners","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/08\/18\/global-market-ai-investment-story-shifts-from-spending-to-picking-the-winners\/","title":{"rendered":"Global Market: AI investment story shifts from spending to picking the winners"},"content":{"rendered":"<p>The latest earnings season has shifted the debate around artificial intelligence investments from whether Big Tech&#8217;s massive spending spree will generate returns to which companies are best positioned to capture the long-term gains from the AI boom, as per a Reuters report. <\/p>\n<p>Strong results from Microsoft and Amazon have reassured investors that demand for the infrastructure supporting artificial intelligence remains robust. Accelerating cloud growth and persistent shortages of computing capacity have reinforced expectations that AI-related spending will remain elevated.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The latest earnings season has shifted the debate around artificial intelligence investments from whether Big Tech&#8217;s massive spending spree will generate returns to which companies are best positioned to capture the long-term gains from the AI boom, as per a Reuters report. Strong results from Microsoft and Amazon have reassured investors that demand for the infrastructure supporting artificial intelligence remains robust. Accelerating cloud growth and persistent shortages of computing capacity have reinforced expectations that AI-related spending will remain elevated.<\/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-1029413","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\/1029413","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=1029413"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1029413\/revisions"}],"predecessor-version":[{"id":1029435,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1029413\/revisions\/1029435"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1029413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1029413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1029413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}