An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more (Benedict Evans)

Benedict Evans : An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more —  Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry.  —  New in May 2026, ‘AI eats the world’.

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