An MFS Market Insights note features Brad Mak, Growth Portfolio Manager, outlining how the AI build-out is reshaping growth investing across sectors and time horizons.
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Hyperscalers are driving the cycle, with AI CapEx nearing $400bn in 2025 and a 5–7 year build-out still in its early stages.
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AI’s spillovers extend beyond technology, lifting growth prospects in energy, capital goods, healthcare and industrial automation.
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Valuations remain below prior tech-bubble peaks; risks centre on cycle duration, overcapacity and demand—but leverage in data-centre financing is still limited.
Explore the full insight for sector-level opportunities, adoption dynamics and risk frameworks shaping long-term growth portfolios.
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