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Nuway Capital is expanding its focus on GPUs and data-centre infrastructure, collaborating with KPMG on research that highlights a growing structural gap between AI demand for computing capacity and the availability of infrastructure. Global data-centre capacity is projected to grow by 15% annually until 2027, but AI-driven demand is increasing faster.

Supply constraints due to limited semiconductor manufacturing and geopolitical issues are shaping investment behavior, with over 70% of high-net-worth individuals ranking GPUs as more attractive than other technologies. NVIDIA's market capitalization reflects sector enthusiasm, while competition from alternatives like Google's TPUs intensifies. Nuway is enhancing its GPU capacity advisory and GPU-as-a-Service models to address infrastructure challenges and investor needs.