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Jefferies warns AI investment cycle may have peaked; raises India allocation to 14%

11/7/2026, 9:35:06 AM

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Jefferies warns AI investment cycle may have peaked; raises India allocation to 14% — Photo / Coverage: The Hindu Business Line

EXECUTIVE SUMMARY

Rising borrowing costs and questions over investment returns are prompting investors to reassess technology spending and explore opportunities beyond the AI supply chain

Key Takeaways

Jefferies warns AI investment cycle may have peaked; raises India allocation to 14%.

Rising borrowing costs and questions over investment returns are prompting investors to reassess technology spending and explore opportunities beyond the AI supply chain

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