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JPMorgan Global Research

Coverage of JPMorgan Global Research in the Nexus archive.

Earliest in view: Jun 29 · 12:15 UTCMost recent: Jun 29 · 12:15 UTC
Co-mentioned in this coverage
Qualcommorganization1Micronorganization1Microsoftorganization1Amazonorganization1Googleorganization1AI infrastructuretopic1Semiconductor Supply Chainstopic1
Recent coverage
  • BUSINESSJun 29 · 12:15 UTCFORTUNE
    AI spending boom accelerates as Big Tech pours trillions into infrastructure

    AI-driven capital spending is accelerating, with Big Tech investing heavily in data centers, chips, and infrastructure. JPMorgan projects global AI-related capital expenditures to reach $5.5 trillion by 2030, while Qualcomm aims for $15 billion in annual data center revenue by 2029, and Micron reported a 346% quarterly revenue surge.

JPMorgan Global Research · Dossier · The Nexus