According to BlockBeats, on January 22, Wedbush analysts indicated in a research report that technology companies are expected to deliver strong messages in the upcoming earnings season, driven by optimism surrounding artificial intelligence (AI). On Tuesday, former President Donald Trump announced the formation of a $500 billion joint venture by OpenAI, Oracle, and SoftBank. Analysts suggest this could trigger a significant wave of AI investment in the United States.
Over the next three years, AI-related capital expenditures could reach $2 trillion to meet the demands of businesses and consumers. More software companies are likely to join the AI sector, with the enterprise consumption phase potentially beginning in 2025.