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AI infrastructure investment

Coverage of AI infrastructure investment in the Nexus archive.

Earliest in view: May 19 · 11:00 UTCMost recent: May 19 · 11:00 UTC
Co-mentioned in this coverage
Viktor Shvetsperson1Macquarie Grouporganization1artificial intelligencetopic1quantum computingtopic1biotechtopic1
Recent coverage
  • TECHNOLOGYMay 19 · 11:00 UTCSCMP WORLD
    AI infrastructure investment bubble unlikely to burst by 2027: Macquarie

    Viktor Shvets from Macquarie Group predicts that the AI infrastructure investment bubble is unlikely to burst by 2026 or 2027, despite excessive spending on AI-related commodities and computing capacity. The bubble is expected to persist as various AI-related technologies including automation, quantum computing, and biotech continue to develop.

AI infrastructure investment · Dossier · The Nexus