Feed

Dell Technologies Apple

Analysts Panmure Liberum warn investors may be backing the wrong future in AI, favoring device makers like Apple (AAPL) and Dell (DELL) over hyperscalers

Investors may be misallocating funds towards large AI data centers, as a shift towards smaller AI models on personal devices could render these investments less valuable. Analyst Joachim Klement suggests that companies like Apple and Dell may emerge as unexpected beneficiaries of this trend.