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T. Rowe Price fund manager predicts AI capex could reach $1.6 trillion next year
svmuu.com12/08/2026 05:40
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Dom Rizzo, global technology equity fund manager at T. Rowe Price, believes hyperscalers can comfortably fund their AI investment spending and derive high returns with a short payback schedule. He sees more echoes of 1998 than the dot-com bust in the current AI bonanza.
Source：MarketWatch · Source Link
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