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Topic: data-centers

A technician working on server racks in a data center
Markets 3 d

JPMorgan Says the $5.5 Trillion AI Spending Boom Is Paying Off, For Now

  • JPMorgan now puts global AI infrastructure spending on track for roughly $5.5 trillion by 2030 and argues the returns so far justify it — a pointed rebuttal to 'AI bubble' fears.
  • But the bank attaches a heavy caveat: the spending implies a revenue bar that gets harder to clear every year.

In brief

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