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Nvidia evenue as at February 26, 2025. (Bloomberg, Betashares) 
Data as of January 12, 2025. (Goldman Sachs Investment Research. Datacenter supply/demand model. )
The red line sjows a big jump in media and telco investments. 
Business investmnt has flatlined 
The PMI (Bloomberg, S&P Global, AMP)
Total new capital expenditure fell (ABS)
- Australian dollar: +0.1% to 63.10 US cents
- S&P 500: Flat at 5,956 points
- Nasdaq: +0.3% to 19,075 points
- FTSE: +0.7% to 8,371 points
- EuroStoxx 50: +1.5% to 5,528 points
- Iron ore: -0.1% to $US107 a tonne
- Spot gold: -0.3% to $US2,927/ounce
- Brent crude: +0.1% to $US72.80/barrel
- Bitcoin: +0.7% to $US84,725.5
- AI adoption is still in its early days, with industries like healthcare and finance just beginning to harness its power.
- New product cycles, including Nvidia's Rubin AI chips expected in 2026, could fuel another wave of demand.
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