AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now
What’s happening. Frontier models, agents and video‑native AI are pushing demand from chips to power, cooling, memory and networking. The Stargate program alone is racing toward multi‑gigawatt campuses; Nvidia committed up to $100B in supply/investment to OpenAI, underscoring how intertwined vendors and model labs have become. Reuters+1
