- Gustavo’s Corner: AI News for CFOs - #19
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- AI investment is entering a more disciplined phase, but demand continues to accelerate. This edition of Gustavo’s Corner highlights how infrastructure constraints are strengthening chipmakers’ pricing power, while OpenAI, Anthropic, and Meta push AI toward greater efficiency, autonomy, reasoning, and competition. The central question is no longer whether companies will invest in AI, but how quickly they can turn that investment into measurable business value.