[📄]🔗 kpmg.com
Investing in GPUs Key demand drivers and market trends The growth of artificial intelligence (AI), cloud computing, and the internet of things (IoT) is fuelling unprecedented demand for data centres (DCs) and the graphic processing units (GPUs) that increasingly underpin high-performance requirements for these technologies.
This demand, and the multiple constraints on supply, has created an emergent alternative investment class, with GPUs and DCs more broadly being increasingly
[📄]M February 11, 2026 05:01 AM GMT Global Insight
Thematics
Mapping AI’s Rate of Change: Where the Rubber Meets the Road In our 5th global AI stock mapping across 3,600 stocks, the market’s focus is shifting from “AI exposure” to proof of ROI — and the fundamental gap between winners and losers is widening.
[📄]SPECIAL REPORT
| Global Investment Committee | March 27, 2025 |
Annual Update of GIC Capital Market Assumptions In these pages, we present the annual update of our capital market Lisa Shalett Chief Investment Officer
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