Max AI Annual FREE Access | 2026 MacroMicro Economic Outlook Full-Year Intelligence Live Pass

Max AI Annual Exclusive Is the AI Boom Sustainable, or Are We Setting Up for a Crash?

Trillion-dollar CapEx. Chip shortages. Price hikes nobody expected. Bubble warnings from every direction. The headlines are everywhere, but almost nobody explains where the actual risk sits — or who gets hurt first if the bet doesn't pay off.

Subscribe to Max AI Annual unlocks the full 2026 MacroMicro Economic Outlook series — every session, all year — starting with the next live session on 9/11, built on one clear framework: Money, Margin, and Macro.

9/11 (Fri). THE $1T MEGATRENDS: Money, Margin, & Macro

Viewing Period: 9/11 (Fri)
Location: MacroMicro Online Academy
Speaker: Vivianna Huang, MacroMicro Research Vice Director

Why This Session Matters

Enterprise AI spend is exploding, hardware prices have already blown past 2021 peaks, and hyperscaler CapEx is on track to cross $1 trillion by 2027.
The real question isn't whether this cycle is real — it's who gets squeezed when the bill comes due.

Key Topics:

1. Money — Monetization Goes Mainstream: LLM pricing collapses, enterprise AI spend explodes, and the productivity cycle enters its commercial payoff phase
   
2. Margin — The Age of AI Price Hikes: Hardware demand surges past 2021 peaks as pricing power shifts upstream through the supply chain, pushing toward the $1 trillion CapEx threshold
   
3. Macro — Restocking, Bottlenecks & the US-China Race: Manufacturing enters an active restocking phase while the fight for tech hegemony reshapes two competing supply chains

▌Main Speaker: MacroMicro Research Vice Director

▌Who Should Attend?

• Those who want to understand where AI monetization is really heading, not just follow the headlines
• Anyone tracking how hardware price hikes and supply chain bottlenecks flow through to earnings
• Investors who are rethinking positioning around the $1 trillion AI CapEx cycle and the US-China tech rivalry

▌What You'll Master:

• AI Productivity Cycle: Where we stand in the three-phase productivity cycle, the Jevons Paradox effect on enterprise AI adoption, and the "rebound effect" reshaping the labor market.

• Hardware & Supply Chain: Why AI hardware prices have surpassed 2021 peaks, which components face the tightest bottlenecks (memory, advanced packaging, substrates, power), and how to read the inventory restocking cycle.

• Capital & Leverage: How the industry is riding toward the $1 trillion CapEx milestone, why free cash flow is under pressure despite strong revenue visibility, and where to watch for downstream liquidity stress.

• Geopolitics & Supply Chains: How the US-China tech rivalry is splitting the world into two distinct supply chains — one built on quality, the other on scale — and what that means for long-term positioning.

▌Unlock This Session with Max AI Annual

I'm an Max AI Annual member. How do I watch?
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A: Subscribe to Max AI Annual plan now and unlock this session instantly, along with the full course package (US$240 value) and all Max AI benefits — for just US$290/year.

Can I access this session if my subscription expires?
A: No. Access requires an active Max AI Annual subscription.

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▌Produced by: MacroMicro

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