{"id":1048004,"date":"2026-11-09T07:50:29","date_gmt":"2026-11-09T02:20:29","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1048004"},"modified":"2026-11-09T08:14:12","modified_gmt":"2026-11-09T02:44:12","slug":"ai-investment-cycle-may-have-peaked-jefferies-warns-raises-india-allocation-to-14","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/11\/09\/ai-investment-cycle-may-have-peaked-jefferies-warns-raises-india-allocation-to-14\/","title":{"rendered":"AI investment cycle may have peaked, Jefferies warns; raises India allocation to 14%"},"content":{"rendered":"<p>The global artificial intelligence (AI) investment cycle may have peaked or could be entering a mid-cycle correction, with rising financing costs and concerns over the returns on massive capital expenditure likely to weigh on technology investments in the coming year, according to a Jefferies report. <\/p>\n<p>Jefferies in its report said financial markets were increasingly signalling reluctance to fund AI-related investments, raising questions over the sustainability of spending by major US technology companies.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The global artificial intelligence (AI) investment cycle may have peaked or could be entering a mid-cycle correction, with rising financing costs and concerns over the returns on massive capital expenditure likely to weigh on technology investments in the coming year, according to a Jefferies report. Jefferies in its report said financial markets were increasingly signalling reluctance to fund AI-related investments, raising questions over the sustainability of spending by major US technology companies.<\/p>\n","protected":false},"author":1,"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-1048004","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\/1048004","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1048004"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1048004\/revisions"}],"predecessor-version":[{"id":1048023,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1048004\/revisions\/1048023"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1048004"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1048004"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1048004"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}