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AI Spending: Boom or Breaking Point?

Bloomberg Technology Thursday 22 October 2026, 14:53 UTC 1 min read
Key Points

Oct 22nd, 2026 AI Spending: Boom or Breaking Point? AI demand is surging, but will massive spending pay off? JPMorgan Asset Management's Gabriela Santos discusses free cash flow, quality, and the shift from building AI infrastructure to adopting it—and what that could mean for market winners, earnings and bonds.

Oct 22nd, 2026 AI Spending: Boom or Breaking Point? AI demand is surging, but will massive spending pay off? JPMorgan Asset Management's Gabriela Santos discusses free cash flow, quality, and the shift from building AI infrastructure to adopting it—and what that could mean for market winners, earnings and bonds.
Breaking Point (ORG) JPMorgan Asset Management's (ORG) Gabriela Santos (PERSON) AI (ORG)
Originally published by Bloomberg Technology Read original →

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