EXPD: AI-driven CapEx boom reshapes supply chains, with power and minerals as key constraints
AI infrastructure investment is surging, with CapEx projected to exceed $1 trillion by 2029 and supply chains concentrated in a few countries. Power and mineral constraints pose risks, while freight markets, especially air cargo, are sensitive to AI cycles. Scenarios range from rapid growth to rece…
AI infrastructure investment is surging, with CapEx projected to exceed $1 trillion by 2029 and supply chains concentrated in a few countries.
Power and mineral constraints pose risks, while freight markets, especially air cargo, are sensitive to AI cycles.
Scenarios range from rapid growth to rece…