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(g+) Opinion: IBM's profit warning shows tech valuations are all in the timing

There is a case for believing AI revenue will grow more slowly than the hyperscalers have baked into their plans Von John Foley (IBM, KI)

GO Golem.deUpdated 2h ago1 min read

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There is a case for believing AI revenue will grow more slowly than the hyperscalers have baked into their plans Von John Foley (IBM, KI)

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