منبع: Seeking Alpha
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AI Capex To Hit $1 Trillion - And Estimates Are Still Too Low
Analysts have persistently underestimated Big Tech AI spending, with guided 2026 spending now over 150% higher than initial estimates. JP Morgan and Goldman Sachs are now forecasting AI capex of $1 trillion or more in 2027, and trillions more in the coming years.
منبع: Seeking Alpha
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