AI Investment Enters Second Phase As Demand Broadens Beyond GPUs: Research
Kenanga Research said the artificial intelligence investment cycle is entering a second phase in 2026, with demand broadening beyond graphics processing units (GPUs) to inference, AI agents, and commercial applications. The demand, it added, creates opportunities across optical connectivity, power, advanced packaging and semiconductor equipment, the… Read More
Read more in: Artificial Intelligence, Strategy | Tagged gpus, Kenanga Research