Wall Street's AI bet: Own the infrastructure, collect the rent

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Only this side used: third-partyscrutinizescapacityspending

• Business Insider left

  CFO Amy Hood cited delays in third-party capacity as Wall Street scrutinizes returns on AI spending. https://bit.ly/4iaWcKL
  

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Only this side used: streetsinfrastructurehyperscalersprocessing

• Bloomberg center

  It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI? Today, we speak with Alexander 'Alty' Altmann, global head of equities tactical strategies at Barclays, and he helps us make sense of how Wall Street really
• Reuters center

  Wall Street's AI bet: Own the infrastructure, collect the rent
• Semafor center

  View / Apollo’s twin deals reveal Wall Street’s AI money problem

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