Massive AI investment contributes to positive global IT sector outlook
Update: 2024-10-15
Description
In the opening segment, we discuss how a host of factors including substantial AI investment underpin our positive outlook for the global diversified information technology sector over the next 12-18 months. Then at 10 minutes, we assess which types of technology companies stand to benefit from all of this AI investment more than others.
Guests: Raj Joshi, Senior Vice President, Global Corporate Finance Group, Moody’s Ratings and Vincent Gusdorf, AMD - Digital Finance and AI Analytics, Moody’s Ratings.
Host: Jeff Pruzan, Vice President – Senior Research Writer, Moody’s Ratings
To read more on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).
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