BMO’s Jennifer Lee: regulatory pauses may slow AI growth short-term, but infrastructure, investment and demand keep long-term expansion intact despite job and data-center concerns.
Editorial companion
Bloomberg’s Jennifer Lee lays out the market’s current shrug: public calls to slow AI development have created headline risk, but investors are treating any pause as temporary because the underlying infrastructure, capital spending and demand remain intact. She flags real frictions, jobs, data‑center economics and near‑term profitability, that could temper the growth rate and explain recent volatility. The clip matters because it captures a common investor mindset right now: policy noise can slow the sprint, but it is unlikely to erase a multi‑year race toward automation.