Senior executives at Maverick Capital, one of the well-known ‘Tiger Cub’ hedge funds, say the dominant AI-driven equity rally may be shifting into a more complex and potentially volatile stage, even as they remain constructive on the sector’s long-term prospects, according to a report by Fortune.
Ben Silver and David Tykocinski, co-chief investment officers at the Dallas- and New York-based firm, argue that the rapid buildout of artificial intelligence infrastructure – from chips to data centres...
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