Wall Street agrees on the most powerful force shaping 2026
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Explosive rise in AI-driven capital expenditure including data centers
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Advanced computes and high voltage infrastructure requirements
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These investments are becoming the backbone of global economy, no longer niche
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Goldman Sachs forecasting AI investment reaching $1 trillion annually by 2027
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Scale of spending comparable to early 2000s internet buildup, UBS calls it capex boom reshaping supply chains and asset valuations
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Gold and Silver Club analysts observing AI as inflationary supercycle
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AI is not just technological theme but inflationary supercycle driving energy demand, metals consumption, supply bottlenecks and asset prices