Billion-Dollar Firm DUMPS AI Data Centers! Is Your Tech Investment Next?
Could an AI bubble be silently forming right under our noses? Major alternative investment firm Investcorp is strategically pulling back from significant data center investments, citing a crowded market and diminishing returns. Despite billions pouring into AI, their CIO Rishi Kapoor warns of compressed returns and potential overvaluation, suggesting better opportunities lie elsewhere. The firm, managing 60 billion dollars, is instead focusing its capital on domestic professional, commercial, healthcare, and IT services, alongside transportation, prioritizing sectors with greater insulation from geopolitical risks. With a keen eye on the U.S., Gulf region, and India, Investcorp anticipates a robust IPO pipeline. Discover how these strategic shifts could impact your portfolio; subscribe to our channel for more exclusive investment insights.
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