0534 GMT - Cloud remains the primary channel for AI monetization, Moody's Ratings analysts say in a note. U.S. hyperscalers are likely to benefit from larger, more mature cloud businesses, as well as broad enterprise and consumer bases, the analysts say. This provides a "clearer path" to monetizing AI, which supports their capacity to fund elevated capital spending. Meanwhile, China's lower-cost open-source models and growing domestic AI ecosystem are driving rapid growth in AI-related cloud demand and adoption, Moody's says. However, monetization in China's AI sector remains at an earlier stage and on a smaller scale, it adds.
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