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The Macro Brief – Tech supremacy

The Macro Brief – Tech supremacy

Update: 2025-10-17

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Sean McLoughlin, Senior Global Industrials Analyst, explains how the boom in AI and cloud computing is fuelling a reacceleration in global capital expenditure.

Disclaimer: https://www.research.hsbc.com/R/101/B6KLVmt

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The Macro Brief – Tech supremacy

The Macro Brief – Tech supremacy

Garen Yebremian