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Report
The Great AI Capex Race: How Hyperscalers Are Rebuilding the Global Infrastructure for the Generative Era — Q2 2025 Update
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November 19, 2025
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Brady Wang
Brady Wang has over 20 years of experience working in high-technology companies, ranging from semiconductor manufacturing to market intelligence and strategic advisory roles. Currently, at Counterpoint, Brady specializes in semiconductors, with a focus on cutting-edge applications such as automotive and advanced process nodes.