---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000823575.md"
description: "Susan Li says long term it's hard to predict exact timing of buildout. Says long term investment in capex will continue to grow in 2028 and beyond. That gives them flexibly to the pace of AI adoption. My take: Good for AI infrastructure trade.Source: Gene Munster"
datetime: "2026-07-29T21:07:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000823575.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000823575.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000823575.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Susan Li says long term it's hard to predict exact…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**