AI Investment Cycle: Opportunities and Regulation

Investment firms argue the AI investment cycle has not peaked, with the wave potentially exceeding $20 trillion and tech megacap capex seen reaching $30 trillion by 2032. Despite calls from Dario Amodei, Sam Altman and Elon Musk to slow development over safety risks, firms still see opportunities across the AI ecosystem.

• What Is Recursive Self-Improvement and Why AI Researchers Worry2026-09-18
• Big AI asking for regulation should worry you2026-09-18
• The right and wrong ways to regulate AI2026-09-16
• Anthropic Signs First Australia Data Centre Lease2026-09-16
• OpenAI boss: world 'right to be afraid' but should trust AI firms2026-09-16