Greek Industrials Ride AI Capex Supercycle: Multi-Billion Programs Unveiled

Goldman Sachs links the AI boom to a global capex supercycle extending beyond tech, prompting Greek firms (DEH, Metlen, Aktor, ElvalHalcor) to launch multi-billion investment programs on Euronext Athens. The report signals a broadening of AI-driven capital expenditure into traditional sectors, with implications for European industrial growth. Uncertainty remains on execution and financing, but the trend is corroborated by company announcements.