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JPMorgan Predicts U.S. Tech Giants Will Spend $700B on AI Capex in 2026

AI Industry News

2026-05-11 12:58:36

According to JPMorgan Chase, U.S. tech giants are predicted to invest up to $700 billion in capital expenditure for artificial intelligence infrastructure in 2026 on May 11. The bank notes that approximately 90% of hardware from companies like Nvidia relies on Asian suppliers, positioning emerging markets as a lower-cost pathway for AI investment exposure. JPMorgan highlights that emerging market valuations remain attractive, with price-to-earnings ratios at historically low levels compared to developed markets, while investor positioning remains relatively low.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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