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Investments by major technology companies in artificial intelligence are reaching new heights. In 2024 alone, the so-called hyperscalers – Amazon, Microsoft, Google and Co. – are expected to have invested around 200 billion US dollars worldwide in data centres, chips and infrastructure.

It was state laws that secured the privileges of a select few in Argentina, said Prof. Dr. Federico Sturzenegger, Minister for Deregulation and State Reform of the Republic of Argentina, during the Reichmuth & Co Lecture No. 27 at the University of Zurich.

The US government’s policies are causing uncertainty and shifting the world order. The most visible sign of this is the significant weakness of the dollar. Europe is investing heavily in infrastructure and defense, while China is seeking new trading partners. We show which investment opportunities this is creating in the regions.