Employers are using AI as a filter for headcount, with Accenture's $865 million reinvention program underscoring a shift from hype to execution. Signs of bubble fatigue span humanoid robots and overbuilt software, while hard performance data—like a system downing 49 drones and used EVs leading sales—shows capital flowing to verifiable ROI. Nvidia's push to relax chip export limits and a major Oracle cost overrun highlight the risks and constraints shaping near-term investment.
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#accenture
#ai hiring
#humanoid robots
#nvidia export controls
#used ev sales
