Wire · operational-macro
AI cycle to last over 20 years: ex-Intel CEO
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Fusion42 · 27 October 2026 · Fusion42 review
Former Intel CEO Pat Gelsinger predicts the AI supercycle will last over 20 years, dismissing fears of an AI bubble and highlighting Taiwan's critical role in AI hardware production. Playground Global is investing heavily in Taiwanese partnerships and start-ups focusing on next-generation AI infrastructure technologies such as advanced memory and power management.
This Wire brief sits within Fusion42's coverage of AI Infrastructure.
◆ ◆ The Wire takeaway
The AI investment cycle is stretching beyond two decades with Taiwan as the global hardware hub. You need to link your tech to Taiwanese manufacturers and partners now to scale AI infrastructure innovations before competitors secure those ties.
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1 source · 27 Oct 2026
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