TechEmerging
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AI slowdown could curb capex boom, benefiting investors
ExpansiónLO·1 day ago
CEOs of Orange, Deutsche Telekom, and Telefónica, among others, published an open letter calling on the EU to relax cybersecurity and digital network regulations to free up capital for AI investment. This marks a coordinated industry pushback against the Digital Networks Act and Cybersecurity Act, signaling a potential policy shift in Brussels. The outcome could affect telecom capex and the pace of AI infrastructure deployment in Europe.
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