Analysis-Big investors hunt for tomorrow’s AI winners as capex angst fades

Major investors are actively searching for the next generation of AI winners as concerns regarding capital expenditure begin to fade. This shift indicates a growing confidence in the long-term viability of artificial intelligence investments. Rather than focusing on immediate costs, big investors are now prioritizing the identification of companies poised for future growth. This strategic pivot reflects a broader market trend where the initial angst over high capex is being replaced by opportunistic hunting.