Welcome to yet another insightful edition of Market Mosaic.
This week, we look at the eye-watering number the world is about to spend building AI infrastructure, and what that bet actually implies for everyone running on top of it.
We are also opening a limited number of free early-access spots for Sena, our decision intelligence system. Grab one here.
Now, let's dive into the insights.
Insights Team, Rwazi
Data visualisation for Market Mosaic by Rwazi Insights
$7.6 trillion is being bet on AI infrastructure.
A new market projection puts global AI capital expenditure at $7.6 trillion between 2026 and 2031, covering compute, data centers, and power. Compute, mostly GPUs, takes the largest share at roughly $5.1 trillion, rising from $494 billion this year to $1.13 trillion by 2031.
Buried in the model is a detail worth sitting with: the projection assumes Nvidia alone captures 75% of all compute spend, every year, for six straight years. That's an implied $3.8 trillion in Nvidia revenue from this build-out.
The world isn't just spending on AI. It's making a six-year, multi-trillion-dollar bet that a handful of companies' read on what AI needs stays correct the whole way through.
Key Insights 💡
When this much capital concentrates on one assumption about what AI will need, the bigger risk isn't underspending. It's building the wrong infrastructure for how your own organization actually ends up using AI. See what closing that gap looks like.
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Nvidia is now the most valuable company on earth.
Nvidia closed out June as the world's most valuable publicly traded company, with a market capitalization sitting near $4.7 trillion, ahead of Alphabet, Apple, Microsoft, and Amazon.
The chipmaker has now spent most of 2026 trading the top spot with itself, having briefly touched $5.3 trillion in April before pulling back, all on the back of demand for the GPUs that train and run AI systems.
What's notable isn't just the number. It's what it represents: the market is pricing AI infrastructure as more valuable than the consumer platforms built on top of it.
Key Insights 💡
The most valuable company in the world right now doesn't make a product you've ever used directly. It makes the hardware everyone else's AI runs on. Curious what's really running underneath your decisions? Let's look together.
Gen Z isn't loyal. They're just paying attention.
Gen Z's latest consumer research finds them, in their own words, brand agnostic until given a reason to commit. 59% still prefer known brands, but 41% are actively buying cheaper private-label alternatives, and 82% planned to buy discounted dupes this past holiday season rather than the original.
The old assumption, that brand recognition alone earns repeat purchase, doesn't hold for the generation that's about to anchor the next decade of spending. Relevance has to be re-earned, continuously, not assumed from a logo.
Key Insights 💡
Brand loyalty used to be something you built once and collected on for years. For the largest rising consumer segment, it's now closer to a subscription that has to be renewed every purchase. Want to see how your customers are shifting?
Everyone's rebuilding their supply chain. Almost no one can see across it.
Tariffs and trade volatility have prompted retailers to undertake the biggest sourcing rethink in years.
According to the latest read on global logistics, 87% plan to run nearshoring pilots in Mexico or Central America within two years, and most are moving away from single-country dependence toward layered, regional sourcing.
The catch is execution. Many struggle to align their IT systems, order management, warehouse, and transport platforms to enable real-time fulfillment across multiple nodes.
Key Insights 💡
The bottleneck in this rebuild is visibility. You can redraw the map, but if your systems can't see across it in real time, you're flying the new route blind. The same gap that limits your AI limits your supply chain. See what closing it looks like.
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