An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more (Benedict Evans)

Benedict Evans : An overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more — Twice a year, I produce a big presentation exploring macro and strategic trends in the tech industry. — New in May 2026, ‘AI eats the world’.

Discussion

0 comments

Replying to cancel

GIF Post

Powered by

More from Techmeme

Raspberry Pi closed up 27%+ on June 5 after saying it expects adjusted EBITDA of at least $38M in H1, putting it on track to beat $42M est. for the full year (Financial Times)

Techmeme·9

Kalshi and Polymarket sponsored X posts promoting viral LA mayoral election fraud conspiracy theories; Kalshi says it asked its paid influencers to remove posts (Max Tani/Semafor)

Techmeme·12

Paris-listed Teleperformance, the world's largest customer service company, has become one of Europe's most shorted stocks, as hedge funds bet on AI disruption (Ramsay Hodgson/Financial Times)

Techmeme·13

Sources: Uber has committed nearly $500M to self-driving startup Nuro, providing a crucial runway as Nuro works to prove its technology at commercial scale (Abhirup Roy/Reuters)

Techmeme·11

Inside the Trump admin's push to integrate AI into the healthcare system, including an FDA regulatory fast track for digital health tech like AI chatbots (Elizabeth Dwoskin/Washington Post)

Techmeme·14

SoftBank's PayPay, Japan's dominant payments app, says it will take a 70.2% stake in T&D Financial Life Insurance for $840M, expected to close in October 2027 (Mayumi Negishi/Bloomberg)

Techmeme·12