šŸ”„IMPORTANTšŸ”„



šŸ“¢ARTIFICIAL INTELLIGENCE is not only changing the world, it is also becoming one of the engines of financial markets.

Do you think AI will drive financial markets as the INTERNET did at its timeā‰ļø

šŸ‘€Historical spending on AI
ā–ŖļøThe CapEx/sales ratio of the largest AI companies has just surpassed 18% for the first time.
ā–ŖļøIn just 18 months, this ratio nearly doubled (before 2020 it was only 8%)
ā–ŖļøAmazon, Apple, Google, Meta, Microsoft, Nvidia, and Oracle lead the investment
ā–ŖļøMeta plans a data center the size of Manhattan just for AI.
ā–ŖļøMicrosoft and Nvidia are expanding global-scale infrastructures for training and deployment of models.

šŸ‘€Impact on financial markets
ā–ŖļøThese 7 giant companies already account for 33% of the tech sector, a historic high.
ā–ŖļøMassive spending on AI is fueling its market value and bolstering Wall Street's optimism.
ā–ŖļøA true technological arms race is brewing where falling behind is not an option.

šŸ“In summary: AI seems to have become the key catalyst of the next decade.
šŸ“The market bets that whoever wins this race will dominate the future of the global economy.
šŸ“And if history repeats itself, we could be witnessing the beginning of a bullish cycle similar to the one that triggered the internet revolution...

Source: Bloomberg
LA-4.72%
SOLO-5.19%
EL-2.67%
UNO-6.17%
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