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Global Hyperscale Cloud Companies' AI Capex Seen Hitting $1 Trillion in 2027, Up 25% YoY: BofA

GateNews

AI Industry News

2026-05-01 08:51:31

According to Bank of America Securities, global hyperscale cloud computing companies’ capital expenditure is projected to exceed $800 billion in 2026, representing a 67% year-over-year increase.

The bank’s analysts further forecast that capex will breach $1 trillion in 2027, with an estimated 25% year-over-year growth.

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