Market take: Patience needed in the AI buildout

• Tech and cloud firms are heavily investing in artificial intelligence, but there are questions about whether the revenues from AI will catch up with the capital spending
• It will take time for big tech companies to see a return on their AI investments, with the AI build-out expected to take years
• There are opportunities for investment in firms supplying key inputs for the AI sector, such as energy, utilities, materials, and real estate

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