Big Investors Shift AI Strategy

Major institutional investors are shifting their artificial intelligence investment strategy as spending concerns fade. Focus is now turning toward identifying companies capable of sustaining profit growth over the long term.

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FILE PHOTO: An Amazon Web Services AI data center in New Carlisle, Indiana, U.S., October 3, 2025.

Global asset managers are shifting capital toward cloud computing leaders as artificial intelligence spending questions fade. Investors are weighing long-term winners against rising chip competition and capital expenditure demands.

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