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Evans surveys macro tech trends: capex, chip demand, AI

Benedict Evans publishes his May 2026 macro tech trends presentation covering capex growth, chip demand, supply chain constraints, model commoditisation, and AI automation.

May 19 · 05:40:34 · primary fetch1 sourceupdated May 19 · 05:40:34

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’.

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techmeme.comAn overview of macro tech trends: capex explosion, unprecedented surge in chip demand, supply chain bottlenecks, model commoditization, AI automation, and more (Benedict Evans)primary05:40:34