Silicon signals: GPU data for AI investments

2025 has been a memorable year for AI, notably with DeepSeek gaining rapid momentum. However, Nvidia’s CEO Jensen Haung claims the AI boom is far from over. As AI scales, the real battle is moving to hardware such GPUs, data centres and infrastructure. So, where should the next wave of AI investment go? This intelligence piece cuts through the noise, using GPU pricing, data centre demand, supply chain and cloud consumption data to reveal the factors driving AI...