Industry
151d agoGlobal AI Spending Faces Energy Shock
Global AI investment, totaling $635 billion, has powered record equity performance, but the Middle East conflict threatens to raise energy costs and curb growth. Analysts from S&P Global warn that rising power prices could strain the sector’s profitability and slow the pace of new AI deployments worldwide.
The Signal
The shift underscores the vulnerability of tech to geopolitical shocks.