ref=”dofollow” data-ga-onclick=”Inarticle articleshow link click#Tech#href” href=”https://economictimes.indiatimes.com/topic/rajiv-jain” target=”_blank”>Rajiv Jain, manager of the $23 billion GQG Partners ref=”dofollow” data-ga-onclick=”Inarticle articleshow link click#Tech#href” href=”https://economictimes.indiatimes.com/topic/emerging-markets-equity-fund” target=”_blank”>Emerging Markets Equity Fund, is trimming exposure to investments linked to ref=”dofollow” data-ga-onclick=”Inarticle articleshow link click#Tech#href” href=”https://economictimes.indiatimes.com/topic/artificial-intelligence” target=”_blank”>artificial intelligence on concerns of waning data-centre demand, while remaining bullish on utilities.
Utility companies in Asia have flagged that hyper-scalers are paring back data-centre demand numbers following the region’s aggressive AI growth, Jain said Wednesday at the ref=”dofollow” data-ga-onclick=”Inarticle articleshow link click#Tech#href” href=”https://economictimes.indiatimes.com/topic/morgan-stanley-australia-summit” target=”_blank”>Morgan Stanley Australia Summit in Sydney.
“What we’ve learned from a lot of utilities is that there’s probably some more double counting. The…
