BlackRock Strategist: Amazon, Google, Microsoft's Nearly $600 Billion Investment Shows AI Boom Still in "Massive Construction" Phase One
BlackRock's global chief investment strategist, Wei Li, stated on Monday that despite tech giants like Amazon, Google, and Microsoft planning to collectively invest nearly $600 billion in capital expenditures this year, the artificial intelligence (AI) boom is still in the "massive build-out" first phase, not yet reaching widespread adoption and productivity enhancement. She believes that tech stock valuations are not overly stretched and does not currently see AI in a bubble, as companies are still delivering strong earnings.
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