JPMorgan warns: AI industry profit gap is unsustainable; capital expenditure growth will slow in 2027

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JPMorgan Warns AI Industry's Profit Gap Unsustainable; Capital Spending Growth to Decelerate in 2027
According to JPMorgan Chase's research report released on Wednesday (July 1), the AI industry's profit gap between semiconductor makers and cloud service providers has widened to unsustainable levels. The bank predicts the five major cloud service providers (Google, Amazon, Meta, Microsoft, and
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