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AI capex growth may be losing momentum, but Indian IT could emerge as a contrarian beneficiary as the AI cycle shifts from infrastructure spending to application and deployment.
Posted inArtificial Intelligence

AI capex boom may be losing steam; Indian IT could emerge as contrarian winner: Nuvama Institutional Equities

The global artificial intelligence (AI) investment boom may be approaching a critical turning point, with the benefits of massive data-centre spending beginning to fade and risks of a slowdown in…
Posted by Team VAINETRA September 7, 2026
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