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The Next AI Opportunity Is Bigger Than the Chat Window Anthropic’s extraordinary infrastructure commitments are bringing the next phase of artificial intelligence into sharper focus: a multiyear expansion of computing capacity that could reward chipmakers, cloud platforms and businesses turning advanced models…
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…