{"id":323762,"date":"2026-08-02T22:51:21","date_gmt":"2026-08-02T22:51:21","guid":{"rendered":"https:\/\/www.europesays.com\/se\/323762\/"},"modified":"2026-08-02T22:51:21","modified_gmt":"2026-08-02T22:51:21","slug":"ai-racet-gar-in-i-ny-fas-nu-kraver-investerarna-resultat","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/323762\/","title":{"rendered":"AI-racet g\u00e5r in i ny fas \u2013 nu kr\u00e4ver investerarna resultat"},"content":{"rendered":"<p>\u201cDe stora molnbolagen \u00e4r de som hittills betalt f\u00f6r AI-kalaset\u201d, s\u00e4ger <strong>Niklas Lundin<\/strong> till <a href=\"https:\/\/www.svd.se\/a\/d4GPE1\/ser-skifte-pa-borsen-de-kan-bli-vinnare\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Svenska Dagbladet<\/a>.<\/p>\n<p>Den g\u00e5ngna veckan har pr\u00e4glats av kraftiga b\u00f6rssv\u00e4ngningar efter oro kring kinesiska AI-framsteg. Samtidigt har investerarnas blickar riktats mot kvartalsrapporterna fr\u00e5n Apple, Amazon, Meta och Microsoft.<\/p>\n<p><strong>MISSA INTE:<\/strong> <a href=\"https:\/\/www.news55.se\/privatekonomi\/sverige-klattrar-i-pensionsrankningen-men-fem-lander-ligger-fore\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Sverige kl\u00e4ttrar i pensionsrankningen \u2013 men fem l\u00e4nder ligger f\u00f6re<\/a><\/p>\n<p>Microsoft gav marknaden beskedet m\u00e5nga v\u00e4ntat p\u00e5<\/p>\n<p>Fr\u00e5gan har varit densamma: Kan teknikj\u00e4ttarna visa att de enorma AI-investeringarna faktiskt b\u00f6rjar l\u00f6na sig?<\/p>\n<p>Microsoft gav marknaden det besked m\u00e5nga v\u00e4ntat p\u00e5.<\/p>\n<p>Molntj\u00e4nsten Azure redovisade sin starkaste tillv\u00e4xt p\u00e5 fyra \u00e5r och AI-assistenten Copilot har nu passerat 30 miljoner betalande anv\u00e4ndare. Aktien rusade 16 procent \u2013 den st\u00f6rsta endagsuppg\u00e5ngen sedan 2008.<\/p>\n<p>\u201cMicrosoftrapporten var v\u00e4ldigt bra f\u00f6r sentimentet kring molnbolagen och AI i stort. Helt pl\u00f6tsligt kunde de visa att de f\u00e5r avkastning p\u00e5 sina AI-investeringar, vilket marknaden efterfr\u00e5gat. Dessutom h\u00f6jde de inte sina redan rekordh\u00f6ga investeringsplaner, och kunde visa att utgifterna finansieras med eget kassafl\u00f6de\u201d, s\u00e4ger Niklas Lundin till Svenska Dagbladet.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.europesays.com\/se\/wp-content\/uploads\/2026\/08\/microsoft-1024x576.png\" alt=\"\" class=\"wp-image-1196715\"  \/>Microsoft kunde visa att de f\u00e5r avkastning p\u00e5 sina investeringar inom AI, som marknaden efterfr\u00e5gat. Foto: Joan Mateu Parra\/AP<\/p>\n<p>F\u00f6r Meta blev mottagandet betydligt kyligare.<\/p>\n<p>Bolaget forts\u00e4tter att investera enorma summor i AI-infrastruktur, men har sv\u00e5rare att \u00f6vertyga investerarna om hur satsningarna ska oms\u00e4ttas i framtida vinster. Aktien f\u00f6ll n\u00e4ra \u00e5tta procent efter rapporten.<\/p>\n<p>\u201cMeta har mycket sv\u00e5rare att f\u00f6rklara vad det investerade kapitalet ska anv\u00e4ndas till och hur det ska generera avkastning\u201d, s\u00e4ger Niklas Lundin.<\/p>\n","protected":false},"excerpt":{"rendered":"\u201cDe stora molnbolagen \u00e4r de som hittills betalt f\u00f6r AI-kalaset\u201d, s\u00e4ger Niklas Lundin till Svenska Dagbladet. Den g\u00e5ngna&hellip;\n","protected":false},"author":2,"featured_media":323763,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[735,713,34255,4008,72,70,71,2226,34,31,33,32,30],"class_list":["post-323762","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-microsoft","tag-ai","tag-ai-investeringar","tag-amazon","tag-business","tag-economy","tag-ekonomi","tag-meta","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/117028368824846128","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/323762","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=323762"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/323762\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/323763"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=323762"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=323762"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=323762"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}