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Market divergence persists between AI-driven capital expenditure and restrictive monetary policy
ParkietLO·about 19 hours ago
SoftBank founder Masayoshi Son forecasts a massive expansion in AI infrastructure spending, targeting $5 trillion annually by 2040 to support artificial superintelligence. This projection significantly exceeds current capital expenditure plans of major US tech firms, signaling a long-term bet on data center, energy, and robotics integration.
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