Research
Mar 2026
... for strong growth, driven by strong demand for AI infrastructure and sustained investment in AI hardware and software. This momentum supports higher market projections, even as concerns persist about the sustainability of the rapid expansion in the AI sector. Opportunity Overview Notable Changes Methodologies ...
Analyst(s):
Suzie Low
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Vivek Tiwari
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Inna Agamirzian
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Arunasree Cheparthi
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Neha Sethi
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Megan Fernandez
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Grigory Betskov
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John Lovelock
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Rishi Padhi
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Linglan Wang
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Andrew H Kim
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Amarendra .