Jefferies warns AI investment cycle may have peaked; raises India allocation to 14%

Rising borrowing costs and questions over investment returns are prompting investors to reassess technology spending and explore opportunities beyond the AI supply chain

thehindubusinessline.com ·37m ago

Jefferies warns AI investment cycle may have peaked; raises India allocation to 14%

We haven't written up this one. Hindu BusinessLine has the full story — the link below goes straight to it.

Read the original at thehindubusinessline.com →

More in AI

I masked a dataset for an LLM and kept every checksum valid — here's the approach

Sharing data with an LLM is a data-leak problem with an extra twist: the model is a reader, not a database. If you scrub a spreadsheet with *** , the model has nothing to reason about.

Fake values maintain original data structure
HMAC-SHA256 used for deterministic fake value generation
Original values restorable with secure secret

48m ago ·dev.to

I Built a Support-to-Engineering Pipeline with 3 AI Agents and 2 Human Approvals on Switch

Every software company loses days at the same hand-off. A customer writes "I think I was overcharged." Support can't tell if it's a bug, so they paste it into an engineering channel.

Support-to-Ship Bridge connects support and engineering teams
AI agents automate ticket resolution process
Two human approvals: codebase merge and refund

51m ago ·dev.to

Amazon’s AI Spending is Pressuring Free Cash Flow. Is the Stock Still a Buy?

Amazon forecasts $220 billion in spending this year.

Amazon invested $220 billion in AI in 2023.
Heavy AI spending pressured Amazon's free cash flow.
Stock trades at 23x forward earnings estimates.

1h ago ·fool.com

AI-driven project integrates n8n, Gemini, and Vue for automated CVE and cybersecurity reports.
Project reduces manual data collection time for security professionals using Gemini API.
Users can customize keyword tracking, npm packages, and Telegram notifications.

8m ago ·dev.to

Jefferies warns AI investment cycle may have peaked; raises India allocation to 14%

More in AI

I masked a dataset for an LLM and kept every checksum valid — here's the approach

I Built a Support-to-Engineering Pipeline with 3 AI Agents and 2 Human Approvals on Switch

Amazon’s AI Spending is Pressuring Free Cash Flow. Is the Stock Still a Buy?

Fire destroys vulcanising shop at Dominase, ECG transformer salvaged

Trump shocked by midterm loss but open to working with Democrats, analyst says

資安戰情室開源專案：用 n8n、Gemini 與 Vue 自動彙整 CVE 漏洞與資安日報