Hyperscalers' capex guidance jumped 24% for this year—$117 billion more than 2025. Wells Fargo estimates $1.3 trillion flowing into AI facilities through 2027, with $660 billion planned for 2026 alone. Bank of America sees risks to the upside.
A journal for living in the agentic age
Hyperscalers' capex guidance jumped 24% for this year—$117 billion more than 2025. Wells Fargo estimates $1.3 trillion flowing into AI facilities through 2027, with $660 billion planned for 2026 alone. Bank of America sees risks to the upside.
Hyperscalers' capex guidance jumped 24% for this year—$117 billion more than 2025. Wells Fargo estimates $1.3 trillion flowing into AI facilities through 2027, with $660 billion planned for 2026 alone. Bank of America sees risks to the upside.