Part 13/13:
In summary, Dan Ives presents a compelling vision of unprecedented growth driven by AI infrastructure investment, predicting a long-term super cycle that will reshape industries, markets, and geopolitics. His insights highlight how massive capex, energy, real estate, and supply chain investments will unlock new categories, create millions of jobs, and sustain growth beyond traditional valuation metrics.
The AI arms race between the US and China is not just about current technology; it is a foundational battle for economic and strategic dominance in the decades to come. And those who understand and engage with this reality now will shape the winners of tomorrow's global economy.