『Soaring AI Investments and Landmark Partnerships Fuel Industry's Robust Supercycle』のカバーアート

Soaring AI Investments and Landmark Partnerships Fuel Industry's Robust Supercycle

Soaring AI Investments and Landmark Partnerships Fuel Industry's Robust Supercycle

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概要

 In the past 48 hours, the AI industry has surged with massive infrastructure deals and escalating investments, signaling a robust supercycle despite investor caution. On February 17, Nvidia and Meta announced a landmark multi-year partnership, with Meta committing 135 billion dollars to AI infrastructure in 2026 alone, part of a 600 billion dollar U.S. plan through 2028. This alliance deploys millions of Nvidia Grace and Vera Rubin CPUs and GPUs in rack-scale systems, promising 2x performance-per-watt gains and securing Nvidia's dominance against in-house chips.[2]

Other key partnerships emerged: Telefónica and Mavenir signed an MOU on February 19 for a joint AI Innovation Hub to transform telecom core networks,[6] while Infosys teamed with Anthropic to deliver AI solutions for regulated industries like finance and healthcare.[8] Ericsson invested 1 million dollars in a University of Toronto partnership for AI-powered 5G and 6G networks.[10]

Market data underscores the boom. Big techs Google, Amazon, Meta, and Microsoft plan 650 billion dollars in 2026 AI capex, up from 360 billion in 2025 and 150 billion in 2022.[5] DRAM spending for AI chips rose 24 percent year-over-year, with suppliers sold out through 2026.[1] The AI process optimization market is projected to hit 31.97 billion dollars in 2026 from 23.50 billion in 2025, growing at 36 percent CAGR to 509.54 billion by 2035.[3]

No major regulatory changes or disruptions surfaced, but leaders like Cisco are responding via its Secure AI Factory with Nvidia, targeting partners for enterprise AI readiness.[4] Compared to early 2026 reports of a disillusionment trough with stocks like Microsoft down 20 percent from peaks,[7] this week's deals have boosted Nvidia toward a 5 trillion dollar valuation, shifting sentiment from hype scrutiny to confirmed scaling.[2]

Consumer behavior shows no sharp shifts, but enterprise adoption accelerates in healthcare, projected at 43 billion dollars by 2030,[1] and telecom. Supply chains strain under demand, favoring infrastructure enablers over pure AI brands.[1][2]

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This content was created in partnership and with the help of Artificial Intelligence AI
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