UBS Wealth Management: Believes that global spending on artificial intelligence computing is far from peaking.

Jin10 data reported on June 3rd that UBS Wealth Management's Asia-Pacific Chief Investment Office (CIO) published a latest research report indicating that as market investments in artificial intelligence (AI) are expanding into other areas, including high-frequency wide memory, networking, as well as industrial applications such as power and liquid cooling, it is believed that global AI computing expenditure has not yet peaked in terms of both amount and proportion. The bank predicts that as the initial investment levels in AI infrastructure such as GPUs stabilize, AI computing expenditure will grow at a compound annual growth rate of 20% from 2025 to 2030, returning to a more normalized level, compared to approximately 120% from 2023 to 2025. The bank also expects that the proportion of AI computing expenditure in the overall AI investment will increase from about 53% last year to about 59% this year.