Goldman Sachs analyst Sharon Bell predicts further gains for European AI infrastructure stocks. She expects hyperscalers to increase their spending again next year. This suggests continued momentum in the AI buildout sector in Europe.
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Analyzed · Moderate confidence (60%)
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Hyperscaler spending expected to increase next year
Sharon Bell works for Goldman Sachs Group Inc.
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Europe's AI infrastructure shares have further to run.
PredictionEurope’s AI infrastructure shares are expected to rise further as hyperscalers are projected to increase spending again next year, according to Goldman Sachs Group Inc.’s Sharon Bell.
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Europe's AI infrastructure shares have further to run.
PredictionHyperscalers are expected to increase spending again next year.
PredictionSharon Bell works for Goldman Sachs Group Inc.
Bloomberg