AI Demand Keeps T. Rowe Price CIO Optimistic on Trade
THE SO WHAT
When a major CIO says they’re “fundamentally” bullish on the AI trade for the next 6–12 months, it reinforces that public-market capital is still underwriting heavy capex and R&D. For operators, that means runway for AI bets is intact—but expectations on revenue attribution and unit economics will tighten as this optimism gets priced in.
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