The 1 Trillion Ai Arms Race Is Fueling A Hidden Supercycle And Its Not Just Chips
Economic Times
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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