Hyperscaler CapEx Is Headed Towards $1.4 Trillion 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 in 2026. Three out of four have raised their forecasts. For 2027, the consensus stands at $1.2 trillion. Morgan Stanley even estimates CapEx at $1.4 trillion. 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. Dell...
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