🚨 #News | AI CAPEX SHIFT
The AI cycle is evolving — and it’s no longer about hype or FOMO.
According to JPMorgan and other major institutions, we’ve entered the FOBO era: Fear Of Becoming Obsolete.
Companies aren’t rushing into AI to look innovative anymore. They’re doing it because not adopting AI is now a strategic risk.
Key Takeaways 👇
• AI capex is accelerating across tech, cloud, and enterprise
• Spending is defensive, not speculative
• Executives fear losing competitiveness, margins, and relevance without AI
Why it matters:
This isn’t a short-term hype wave. FOBO creates structural, long-term demand for AI infrastructure, models, and talent.
Think cloud adoption — but faster, more aggressive, and impossible to ignore.
Market Question 🤔
Could FOBO turn out to be the strongest long-term catalyst for AI yet?
