The global race to dominate artificial intelligence infrastructure has entered a new—and potentially destabilizing—phase. In a widely circulated research note that is already reshaping institutional positioning, Bridgewater Associateshas projected that the so-called “Magnificent Seven” technology giants are poised to spend an unprecedented $650 billion on AI infrastructure in 2026 alone. The figure is staggering not only for its scale, but for what it implies: a capital cycle that could rival th...
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