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Nvidia weighs up to $10B anchor stake in Anthropic's $100B IPO
La RepúblicaLO·US·2 days ago
PwC projects $31.6 trillion in global data center investment by 2050, with 93% absorbed by recurring hardware replacement cycles (servers, GPUs, storage, networks) every 4-6 years. This signals sustained demand for semiconductors and related equipment, though the forecast is long-term and subject to technology shifts.