5 hours ago
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips
The $1 trillion-plus annual AI capex “arms race” is quietly powering a broad capex supercycle that reaches far beyond chips, into energy, infrastructure, networking hardware and new “safe haven” asset classes, according to DBS Bank. Global markets... Read more.
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Owner: Sahu Jain Family through Bennett, Coleman & Company Ltd
Owner: Sahu Jain Family through Bennett, Coleman & Company Ltd
Owner: Sahu Jain Family through Bennett, Coleman & Company Ltd
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