Published June 1, 2026
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The China AI Disruption Thesis : Why the Sell-Side Is Six Months Late
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Description
Wall Street's consensus on US AI infrastructure has converged on a single story: hyperscaler capex grows at 25–30% CAGR through 2028, US power demand doubles by 2027, memory equities enter a supercycle that extends through 2028. The data tables across the major sell-side desks are nearly identical. The price targets cluster within tight ranges.
This book argues, on quantifiable grounds, that the consensus is six months late.
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SSRN_CAID_AI_INFRASTRUCTURE_REPRICING.pdf
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Additional details
Identifiers
- URL
- https://crossvol.com/en/book/china-ai-disruption-thesis/
- URL
- https://www.amazon.com/dp/B0H11WH3R9/
- URL
- https://www.amazon.de/dp/B0GX2TMRWB
- URL
- https://www.amazon.it/dp/B0GX3927NF
- URL
- https://www.amazon.com.br/dp/B0H1RT656B
- URL
- https://www.amazon.es/dp/B0H1HR7JGQ
- URL
- https://www.amazon.co.jp/dp/B0H33QM1QT
- URL
- https://www.netgalley.com/catalog/book/849800
- URL
- https://www.netgalley.co.uk/catalog/book/849800
- URL
- https://www.academia.edu/168070475/The_China_AI_Disruption_Thesis_Why_the_Sell_Side_Is_Six_Months_Late
Related works
- Is supplemented by
- Book: https://books.google.com/books?id=GGjiEQAAQBAJ (URL)