Midweek Macro Note 8/27: Data Centers Slowing, Nvidia Report Puts AI Trade on Notice, Home Prices Cool, Resilient Bubble at 'Jaws of Kyoto'
Is now available below.
#MacroEdge
Hosted a dinner with about 15 IT leaders around the future of AI Agents in the enterprise. Here are a few updates on the state of the world at least at some large enterprises:
* For many organizations, the demand from the business for AI is continuing outstrip the ability to…
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