[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.1K followers Created: 2025-04-24 21:08:22 UTC UBS on Global AI Investment Trend, China, Cloud, AI Adoption, Enterprise AI, Global AI Spending. 1) Expect global AI capex to grow by XX% (to $480bn) in 2025 and XX% (to $360bn) in 2026, with the Big 4’s share of AI spend to decline from XX% in 2025 to XX% in 2026. 2) Recent supply chain results and industry adoption data from the US Census Bureau are reassuring, supporting our view that AI fundamentals are intact. 3) AI spending beyond the Big X should grow by more than XX% in 2025 and more than XX% in 2026, based on our estimates, meaning overall AI growth momentum should continue. 4) Expect AI spend beyond the Big X to reach a solid USD 150bn in 2025, 5) The success of low- cost models, strong support from the government, and increased use cases in consumer applications like e-commerce, social media, and advertising should drive robust spending from China AI; Estimate China will account for XX% of the USD 150bn in spending in 2025. 6) Neoclouds are another emerging segment, claiming XX% of the spend given their unique software integration. Other hyperscalers and enterprise and sovereign cloud providers should drive the rest (40%). 7) Expect AI compute to remain the dominant spending item, but other segments like high-bandwidth memory (HBM) and elsewhere in tech like networking are gaining traction. 8) Expect industrial capex, which includes spend on cooling, power, and other infrastructure, to drive the rest of the spending 9) Believe AI monetization should indeed improve sharply in 2025. First, cloud growth should stay strong at the leading three platforms—potentially reaching USD 265bn in 2025 10) Many companies investing in AI means maximizing revenue opportunities, for some it's simply about reducing costs thanks to AI's ability to greatly boost productivity. So we believe measuring the economic value add from AI, which captures profits, is a better metric to track AI monetization than simply looking at revenues. See more below 👇  XXXXX engagements  **Related Topics** [$360bn](/topic/$360bn) [$480bn](/topic/$480bn) [adoption](/topic/adoption) [china](/topic/china) [investment](/topic/investment) [coins ai](/topic/coins-ai) [Post Link](https://x.com/rwang07/status/1915513170271129832)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Ray Wang @rwang07 on x 14.1K followers
Created: 2025-04-24 21:08:22 UTC
UBS on Global AI Investment Trend, China, Cloud, AI Adoption, Enterprise AI, Global AI Spending.
Expect global AI capex to grow by XX% (to $480bn) in 2025 and XX% (to $360bn) in 2026, with the Big 4’s share of AI spend to decline from XX% in 2025 to XX% in 2026.
Recent supply chain results and industry adoption data from the US Census Bureau are reassuring, supporting our view that AI fundamentals are intact.
AI spending beyond the Big X should grow by more than XX% in 2025 and more than XX% in 2026, based on our estimates, meaning overall AI growth momentum should continue.
Expect AI spend beyond the Big X to reach a solid USD 150bn in 2025,
The success of low- cost models, strong support from the government, and increased use cases in consumer applications like e-commerce, social media, and advertising should drive robust spending from China AI; Estimate China will account for XX% of the USD 150bn in spending in 2025.
Neoclouds are another emerging segment, claiming XX% of the spend given their unique software integration. Other hyperscalers and enterprise and sovereign cloud providers should drive the rest (40%).
Expect AI compute to remain the dominant spending item, but other segments like high-bandwidth memory (HBM) and elsewhere in tech like networking are gaining traction.
Expect industrial capex, which includes spend on cooling, power, and other infrastructure, to drive the rest of the spending
Believe AI monetization should indeed improve sharply in 2025. First, cloud growth should stay strong at the leading three platforms—potentially reaching USD 265bn in 2025
Many companies investing in AI means maximizing revenue opportunities, for some it's simply about reducing costs thanks to AI's ability to greatly boost productivity. So we believe measuring the economic value add from AI, which captures profits, is a better metric to track AI monetization than simply looking at revenues.
See more below 👇
XXXXX engagements
Related Topics $360bn $480bn adoption china investment coins ai