The artificial intelligence spending cycle is still in its early stages, according to UBS analysts, who see further opportunities for investors across technology, media and telecommunications as companies move from experimenting with AI to deploying it at scale. The UBS team has identified 14 “highest-conviction calls” across the TMT sectors, with many of the companies positioned to benefit from continued spending on AI infrastructure, cloud services, chips, networking equipment and enterprise software, MarketWatch reported.
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