Major technology companies are maintaining robust investment levels in artificial intelligence (AI), signaling confidence in the long-term growth of the sector. Goldman Sachs highlighted that following the first-quarter earnings season, the AI investment cycle remains intact, with hyperscale companies committed to large capital expenditures. Industry reports indicate that Big Tech firms are on track to invest approximately $350 billion in AI this year. Notable AI projects include Stargate with an initial $100 billion investment and a total of $500 billion planned over four years, SoftBank's $100 billion commitment, TSM's $100 billion investment, and OpenAI's $40 billion funding. IBM announced a $150 billion investment in U.S.-based AI and quantum computing technologies, reflecting a strategic bet on American leadership in next-generation computing. Bank of America analysts suggest that IBM's new AI mainframe could enhance its sales cycle. Additionally, Asia's AI startup ecosystem remains active, with numerous investors supporting rising startups in Southeast Asia and India, particularly in fintech and AI sectors.