BREAKING
JPMorgan: AI Now Market-Wide Theme
From Blind Buying to Selectivity
0
B
2023 capex
0
B
2025 capex
0
%
of US capex
Data Center Power 2% to 12%
2020
2
2028 est
12
Investors Remain Divided
JPMorgan view
Bullish
●
Chip dip is a buying chance
●
AI infrastructure supercycle
Skeptics
Cautious
●
Watch for overheating
●
Demand shifts to hyperscalers
How You Play It Is the Focus
AI NEWS BLITZ
JPMorgan says AI has become an everywhere trade permeating every corner of the market.