Willem Sels from HSBC discusses artificial intelligence and the capex cycle. “Investment is going to the delta, so the growth rate of investment is going to slow,” he tells Bloomberg Television. “We think that’s going to slow to 45% from a higher base,” Sels adds. “Still very substantial and still going to drive a lot of economic growth.” (Source: Bloomberg)
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HSBC's Sels on AI, Capex Cycle
