AI Capex is Driving Growth. Adoption is Just Starting.

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AI Capex is Driving Growth. Adoption is Just Starting. At the Milken Institute's 2026 Global Conference, Bridgewater Co-CIO Karen Karniol-Tambour joined a panel moderated by Stephanie Ruhle of MS NOW on the shifting macro landscape facing investors today—including why the AI capex boom is driving US growth, with markets still largely living on the buildout phase rather than the adoption phase that follows.
  2026/05/15      youtube
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