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-8.75%
13 Nov, 20:41
Bullish on AI accelerator market expansion
Bullish-8.75%
AI Summary
The author shares Bernstein's bullish estimate that the AI data center accelerator market will expand from $190B to over $1T by 2028, highlighting key semiconductor and cloud infrastructure beneficiaries.
Bernstein estimates the AI data center accelerator market to expand from $190 billion in 2025 to over $700 billion in 2027, and then reaching over $1 trillion in 2028.
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