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DeepSeek sparks new AI investment debate

Stanley Le
While watching market developments, investors are eyeing inference-focused companies as AI infrastructure spending comes under scrutiny.
DeepSeek sparks new AI investment debate

Investors are shifting focus to artificial intelligence (AI) inference opportunities following the DeepSeek development, which has raised questions about current capital expenditure (Capex) levels in the sector and traditional infrastructure investments, according to Richard Clode, portfolio manager at Janus Henderson Investors.

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