Navigating the $600B AI Accelerator Supercycle: BI Replay

On Demand

Duration: 49 Minutes

Original Date: February 11, 2026

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Join our Bloomberg Intelligence analyst for an insightful discussion on the $600 billion AI accelerator market. We will explore why GPUs are evolving into fully integrated systems and how custom ASICs are scaling toward a $120 billion market as hyperscalers prioritize efficiency. With over $3.5 trillion in infrastructure spending expected over the next five years , this session provides the essential roadmap for the next decade of tech investment.

Navigating the $600B AI Accelerator Supercycle: BI Replay

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