Deutsche Bank: Charts to make you go WOW!
> NAND FLASH spot prices soared by over 670% into 2026, creating a broken memory market that is expected to send consumer electronics prices soaring.> South Korea's exports are growing at their fastest year-over-year rate in 50 years. > Mentions of "AI Disruptions" in global corporate earnings call transcripts have absolutely skyrocketed, reaching an all-time peak of nearly 800 mentions in H1 2026.> The 5 large US hyperscalers are now spending more on CapEx than their combined operating cash flow. > High token costs for frontier models (like OpenAI GPT-5.5 and Claude Fable 5) remain a massive hurdle for wide enterprise adoption. Consequently, token usage on OpenRouter shows cheaper Chinese models (26 trillion processed tokens) convincingly outpacing US models (20 trillion) in 2026. > The US maintains unparalleled dominance in pioneering AI innovation, with private investment reaching $285 billion in 2025—more than 20 times the investment seen in China ($12.41 billion).> Contrary to early-year theories, data shows no signs that AI is disinflationary. Instead, surging producer prices (PPI) for semiconductors and electronic components point to AI causing localized economic overheating.> The combined fiscal deficits of the "Big Three" (US, China, Germany) are projected to stay higher every year out to 2031 than they were during the worst point of the 2008 Great Financial Crisis.> Boosted by record peacetime fiscal deficits, US federal interest payments on government debt have officially overtaken national defense spending as a percentage of GDP.
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