5 articles
Citigroup has dramatically increased its AI market forecast, projecting global AI service revenues will explode from $43 billion in 2025 to $975 billion by 2030—an 86% annual growth rate.
A new Barclays report reveals America's massive AI-driven data center buildout is reaching unprecedented scale, with over 45 GW of planned capacity and $2.5 trillion in investments, led by OpenAI's $500B Stargate initiative.
Morgan Stanley analysts project AWS will see strong growth driven by AI demand. The company plans to expand to 10 GW of data center capacity, though compute limitations remain a near-term challenge.
JPMorgan's latest analysis suggests the AI sector will maintain strong momentum into 2026, driven by infrastructure spending and genuine demand rather than speculation.
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Peter Smith
Eseandre Mordi
Usman Salis
