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US tech concentration in Silicon Valley is driving a global investment shift, leading to data center capacity expansion in Southeast Asia.

1 report, 1 independent Updated Jul 1
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US tech concentration in Silicon Valley is driving a global investment shift, leading to data center capacity expansion in Southeast Asia.

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  1. Global market relies on Asian suppliers for AI buildout, while the tech sector drives 64% of US forward earnings.Sub-event
  2. US tech concentration drives global investment shift and data center expansion in Southeast Asia.1 source

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