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AI story shifting from software to hardware in 2026: BNP Paribas AM [CNBC]
BNP PARIBAS SPONS ADR (BNPQY)
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Source: CNBC
NASDAQ:AMEX Investor Relations: invest.bnpparibas.com/en
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Ecaterina Bigos of BNP Paribas Asset Management discusses the shift in AI capex to investments in hardware and infrastructure build-out in 2026.
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