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The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips
DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure and data centres. The bank expects AI spending, sovereign AI investments and rising power demand to create new investment opportunities while reshaping portfolio allocation amid persistent inflation and geopolitical risks.
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techspot.com
Big Tech's $8 trillion AI bet is making consoles, cars, and electricity more expensive for everyone else
What is often framed as a race to develop smarter AI models is, in practice, a massive industrial expansion. Data centers require dense clusters of advanced chips,...
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economictimes.indiatimes.com
The AI boom won't burst all at once. It will pop in 'rolling bubbles': Macquarie
Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool…
