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اقتصاد سكاي نيوز عربية
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اقتصاد سكاي نيوز عربية

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Markets Overestimate AI Impact

Markets Overestimate AI Impact

Goldman Sachs reports predict that the AI boom could be even larger than investors think, with potential spending reaching $1.1 trillion in 2027, and possibly up to $1.4 trillion in an optimistic scenario, driven by increasing demand for computing power and big data environments. Despite this significant growth, companies face challenges in providing the necessary infrastructure and resources, such as memory chips and electricity, as well as risks from market volatility resulting from the excessive valuation of related tech companies. Experts believe that the market has not yet fully grasped the true scale of this boom, and that investing in AI constitutes a capital revolution, leading to radical changes in digital infrastructure.

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