Since 2022, a set of “AI foundation” industries—semiconductors, cloud services, and AI software—has added $500 billion in revenues and $11 trillion in market cap.Hyperscalers have ignited an AI data-center capital expenditure boom, boosting demand for chips. And in just 3 years, the top five players have reshuffled significantly. Explore MGI’s report:
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Since 2022, a set of “AI foundation” industries—semiconductors, cloud services, and AI software—has added $500 billion in revenues and $11 trillion
McKinsey Global Institute (@McKinsey_MGI). 56 likes 3 replies. Since 2022, a set of “AI foundation” industries—semiconductors, cloud services, and AI software—has added $500 billion in revenues and $11 trillion in market cap.Hyperscalers have ignited an AI data-center capital expenditure boom, boosting demand for chips. And in just 3 ...
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