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Market Trends

Accel’s Globalscape Puts a $4 Trillion Price Tag on AI’s Next Buildout

The report projects 117GW of new data center capacity by 2030 with payback hinging on $3.1 trillion in new revenue.

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Broadcom Secures $10 Billion AI-Chip Order From New Customer