The AI construction boom reveals winners – and it’s not just the chip manufacturers!

Last week, there was nervousness in the stock markets: A surprisingly strong US job report fueled interest rate fears, with the Nasdaq losing 4.2% and the S&P 500 down 2.6%. However, beneath the surface, an investment program of historic proportions continues unabated – UBS estimates global AI spending to reach 820 billion USD by 2026. The crucial question for investors is therefore: Who profits from this? The biggest beneficiary is SpaceX . Elon Musk's company is transforming from a loss-maker to a provider of computing power: Google will...