AI Companies to Drive Capital Spending Growth in 2027 -- Market Talk
Dow Jones2026/11/03 10:241024 GMT - Large cloud computing service providers and AI infrastructure companies, commonly known as hyperscalers, are expected to be the main drivers of capital expenditure growth in 2027, UBS's Arend Kapteyn says in a note. There is little evidence of capital spending spreading beyond hyperscaler AI investment, Kapteyn says. "Our equity analysts expect the [hyperscaler companies] to drive around 80% of global capex growth next year." (miriam.mukuru@wsj.com)
(END) Dow Jones Newswires
November 03, 2026 05:24 ET (10:24 GMT)
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