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AI buildout scale hinges on capital strength, Ivana Delevska argues

AI buildout scale hinges on capital strength, Ivana Delevska argues
Capital drives AI buildout scale

Ivana Delevska, Ivana Delevska, founder and CIO at SPEAR Invest, said capital availability rather than policy decisions will ultimately determine the extent of the artificial intelligence buildout.

She stated that megacap companies are in a strong position to fund this expansion, emphasizing that the key difference between the current cycle and the 2000s is that capex is now backed by very strong balance sheets.

Delevska has recently commented on semiconductor developments, noting that CXMT aims to launch DDR5 memory by year end, a move she does not view as favorable for the DRAM sector (link). She has also highlighted rapid growth in the AI sector, citing Anthropic’s reported jump in quarterly revenue from $376 million in Q1 2025 to $11.6 billion in Q2 2026, according to its S-1 filing (link). Both observations point to significant shifts in technology investment and market scale.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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