Steven Dickens, CEO & Principal Analyst at HyperFRAME Research shares his outlook on the AI trade, highlighting strong fundamentals and the over $300 billion in capex expected from major hyperscalers like AWS, Microsoft, and Google. He notes that AI adoption remains in its early stages, with significant runway as enterprise data utilization grows. The discussion also covers risks tied to geopolitical tensions around Taiwan and TSMC as well as catalysts shaping long-term sector growth, from R&D investment to specialized talent acquisition.
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