We view AI’s emergence coupled with the acceleration of EV adoption as suggesting two firsts – the first competition of the Tri Polar World (TPW) and the first competition of the AI age.
Both suggest those regions able to integrate semi and EV supply chains at speed will be the winners.
All three TPW poles (Europe, Asia & the Americas) are highly motivated to compete, arguably there is no future without success and so we foresee a public – private investment period akin to the post WW 2 rebuild of Europe & Asia but focused on Climate & AI – a perspective which underpins our positive LT global growth outlook. See Chart 20.
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