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UPS: AI infrastructure companies poised to lead the market
A research unit at UBS Bank predicted that the leadership in the technology market will shift from major corporations to infrastructure companies specializing in AI. Their study highlighted an increase in the cash return on investment for these companies, even as the return index among leading cloud computing firms declined by approximately 200 basis points over the past two years. These companies include semiconductor manufacturers, chip fabrication equipment firms, and tech hardware companies in the United States, excluding Apple and chip companies with a market value exceeding one trillion dollars.
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