📰 **The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending**

At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.

🔗 https://fortune.com/2026/05/10/global-economy-largest-capital-spending-cycle-ever-5-trillion-dollars-energy-transition-ai/

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