5 articles
America's slice of the global chip market jumped from 21.9% in 2021 to 32.2% in 2025, fueled by explosive AI demand. The comeback marks a dramatic shift in tech infrastructure spending.
Global AI computing capacity is expanding at breakneck speed, doubling roughly every seven months—far outpacing traditional tech growth. Nvidia commands the lion's share, while major cloud providers race to scale their custom chip alternatives.
Fresh economic data reveals that AI-related business investment peaked in early 2025 before declining sharply, suggesting AI spending may offer limited support to U.S. economic growth throughout 2026.
Big Tech concentration has defined recent markets, with Nvidia leading the $3 trillion AI boom. But market history shows peak dominance often marks the beginning of decades-long underperformance.
The artificial intelligence industry is expanding very fast, but it has hit a hard limit - the grids that supply electricity do not have enough spare capacity. The lack of available energy is turning into the largest single obstacle that prevents further growth of AI systems.
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Saad Ullah
Marina Lyubimova
Usman Salis
