Schroders' report analyzes the impact of DeepSeek, a Chinese AI startup, on global AI investment trends. While its low-cost model initially unsettled markets, key investors have maintained or even increased their AI spending.
Key Insights:
- AI spending remains robust, driven by reinvestment of cost savings and rising adoption.
- Major players, including Amazon, Microsoft, and Meta, have reaffirmed their capital commitments.
- The lack of a definitive "killer app" remains a challenge but does not alter long-term investment trajectories.
Explore the full report for deeper analysis on AI investment resilience.
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