We are on the cusp of a wave of capital investment like we have never seen. AI and generative AI have sparked an arms race, with every major tech company investing vast amounts of capital to build the necessary data centers and infrastructure. Goldman Sachs expects that the amount invested to meet data center demand is likely to increase exceed $1 trillion by 2030. Bank of America has said that the rewiring of global supply chains, which has led to massive factory growth and redesigned logistics networks, will raise another $1 trillion. And according to the International Energy Agency, investments in clean energy and related technologies needed to achieve net-zero emissions goals will contribute even more to the total. rising from $2 trillion today to an estimated $5 trillion by 2030.




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