Why Spending $1 Trillion on AI Is Rational
In 2026, the AI narrative has shifted from basic prompt-and-response to Agentic AI, multi-step, autonomous systems that are finally narrowing the gap between technological promise and financial reality. Duncan Stewart, Director of TMT Research, Deloitte Canada, explains why the global CapEx surge to $1 trillion is a rational enterprise play, driven by "token maxing" and the race for sovereign compute.
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