๐จ #News
| AI CAPEX SHIFT:
FOMO " FOBO
JPMorgan and other major institutions say the Al investment cycle is entering a new era no longer driven by hype, but by FOBO: Fear Of Becoming Obsolete.
Companies aren't just chasing Al to stay ahead anymore strategic risk not adopting Al is now a
Key Takeaways:
Al capex is surging across tech, cloud, and enterprise sectors
Spending is defensive, not speculative
Executives fear losing competitiveness,
margins, and relevance without Al
Why it matters:
This isn't a hype cycle FOBO is creating persistent, long-term demand for Al infrastructure, models, and talent. Thinkcloud adoption but faster, fiercer, and unavoidable.
Market Question:
Could FOBO be the strongest long-term Al catalyst yet?
