Hyperscaler CapEx is headed towards 1.4 trillion USD in 2027. Two suppliers at a 52-week high!
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AI is driving the largest infrastructure expansion in history, according to NVIDIA CEO Jensen Huang. Alphabet, Amazon, Microsoft, and Meta are set to invest around 750 billion USD in 2026. Three out of four have raised their forecasts. For 2027, the consensus stands at 1.2 trillion USD. Morgan Stanley even estimates CapEx at 1.4 trillion USD. The bottleneck is supply, not demand. Storage prices are further increasing the sums. Upward revisions are likely to continue. Two stocks in the AI infrastructure sector are leader stocks at a 52-week high....
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