Market Mover La scommessa sull’Ai premia Prysmian
Jul 25, 2025
Laura Bonadies, an expert in market analysis, delves into the thriving world of Prysmian, a leading cable manufacturer adapting to AI and electrification trends. She discusses the company's impressive growth amidst the evolving data infrastructure and telecom sectors in Italy. The conversation highlights Prysmian's strategic investments in technology and energy, as well as the impacts of tariffs on copper trade. Bonadies paints a picture of resilience and optimism for the future, making it a fascinating listen for market enthusiasts.
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Prysmian's Strategic Market Position
- Prysmian benefits from global trends in AI, electrification, and telecommunications infrastructure.
- Its business in energy and fiber optic cables positions it well for growth in data centers and AI technology deployment.
AI Market Growth and Italy's Role
- The global artificial intelligence market is exploding, expected to grow from $128 billion in 2024 to $1.3 trillion by 2030.
- Italy shows strong adoption with 59% of large companies active in AI projects, especially in telecommunications, media, and energy.
Data Center Boom Drives Demand
- Data centers are crucial for digital services enabling 5G and AI on mobile devices.
- Investments in data centers are booming with $5 billion spent in 2023 and $10.1 billion planned for 2025-2026.