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This report analyzes the global AI industry at an inflection point, highlighting the infrastructure arms race, agentic AI adoption, and capital concentration among frontier model providers. It maps the value chain from chips to applications, forecasts market growth to $3.38 trillion by 2030, and assesses competitive moats, regulatory risks, and capex sustainability. The report offers base, bull, and bear scenarios for 2026-2030, concluding that full-stack platforms and vertical AI pure-plays offer highest conviction, while mid-tier applications face commoditization pressure.