UBS Wealth Management: Believes global spending on artificial intelligence computing is far from peaking.

UBS Wealth Management Asia Pacific investment director's office issued the latest research report, pointing out that as the market for artificial intelligence investments is expanding into other areas, including high-frequency wide storage, networks, as well as power and liquid cooling industrial applications, regardless of the amount or ratio, it is believed that global AI computing expenditure has not yet peaked. The bank predicts that as the initial investment level in AI infrastructure such as GPU stabilizes, AI computing expenditure will compound at an average annual growth rate of 20% between 2025 and 2030, returning to a more normalized level, compared to around 120% for 2023 to 2025. The bank also expects that the proportion of AI computing expenditure to total AI investment will increase from around 53% last year to around 59% this year.