For me, 50% is already a very meaningful contribution, and I think AI can maintain a large share of S&P 500
$S&P 500(.SPX)$ earnings growth. The AI cycle is no longer just about chips. It is spreading into cloud, data centres, networking, software and productivity gains.
That said, I would not expect AI spending to grow at this pace forever. Oracle shows both sides of the story: huge future demand, but also massive CapEx and cash flow pressure. The market will increasingly reward companies that can turn AI demand into real earnings and cash flow.
I remain bullish on AI long term, but I prefer selective accumulation rather than chasing. For me, the next phase is not about who spends the most, but who can turn that spending into sustainable profits.
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