Artificial intelligence is still in a strong growth phase, and current figures show that demand for AI infrastructure continues to rise

Nvidia expects sales of chips to double in 2027 as AI companies continue to achieve record revenues

Growth is not limited to AI companies themselves, but extends to chips, data centers, networks, power, cooling, and other sectors related to the expansion of computing

As for me, I remain optimistic about the AI sector in the long term, but rising valuations make choosing companies and the timing of entry more important than simply investing in the sector in general

The next phase could be a transition period from focusing on the size of spending to focusing on the returns and profits that can be generated from that spending
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