While the cryptocurrency market has long popularized the term ‘supercycle’ to describe its periodic bull runs, market analysts are now arguing that the true multi-year growth engine is actually Artificial Intelligence infrastructure. Unlike the speculative volatility often associated with digital assets, the AI boom is grounded in a massive, physical expansion of global computing capacity. According to lead industry analysts, the scale of capital expenditure currently being funneled into data centers, high-performance semiconductors, and specialized energy solutions represents a fundamental shift in the global economy. This ‘real’ supercycle is driven by a tangible demand for compute power that far outstrips current supply, creating a long-term investment horizon that prioritizes silicon and hardware over decentralized finance tokens. As tech giants continue to invest hundreds of billions into generative AI capabilities, the infrastructure supporting these technologies is becoming the most critical asset class of the decade.
Source: The real ‘supercycle’ isn’t crypto, it’s AI infrastructure: Analyst
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