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The AI acceleration and investment wave is shaping discussions at this year’s @wef in Davos, as leaders exchange views on where demand is headed and what constraints will define the next phase. 🤖
AI adoption is accelerating across global markets, despite geopolitical fragmentation, fragile supply-chains and high energy and capital costs. Three takeaways stand out in particular; Bloomberg analysts highlight:
✔️Hyperscaler investment remains elevated. After two years of 50%+ capex growth, growth is expected to ease slightly to 40–50% in 2026.
✔️AI’s momentum shows no sign of slowing. Generative AI spending is projected to potentially reach $1.8T by 2032 as C-suite leaders race to keep up and scale adoption.
✔️Data center electrical-infrastructure revenue could climb to between $56 and $77 billion by 2028 as hyperscaler AI investment accelerates.
#AI #WEF26 #BloombergHouse
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