NYSE trading floor with screens showing stocks sliding as rising U.S. Treasury yields and Walmart (WMT) earnings pressure risk assets on August 20, 2026.
Artificial intelligence is rapidly becoming the world’s next great infrastructure project, part semiconductor cycle, part energy transition, part national-security exercise. PwC now estimates cumulative AI-infrastructure investment could reach $31.6 trillion by 2050, creating a long-duration opportunity set that stretches well beyond the familiar…