UBS Global Technology and AI Conference: AI demand is "insatiable"! AMD proclaims this is only the second year of a "ten-year super cycle."
According to the latest summary from the UBS Global Technology and AI Conference, leading companies believe that the AI industry is currently in the second year of a ten-year super cycle, with demand exhibiting "greedy and continuously growing" characteristics. The main issue now lies with supply-side bottlenecks, rather