BREAKING
AI Tech Rally Seen Having More Runway
0
B
2023 CapEx
0
B
2027 CapEx
0
%
increase
Estimated 2026 CapEx by Company
Amazon
200
Alphabet
185
Microsoft
190
Meta
135
0
B
2023 chips
0
T
2028 chips
0
x
inference demand
Bulls vs Cautious Voices
Bull Case
Super-cycle
●
Earnings revised upward
●
Chips, power, networking gains
Caution
Risks
●
Rising Big Tech debt
●
Monetization may lag
Will AI Spread Beyond Buildout
AI NEWS BLITZ
A top fund manager says the AI stock rally still has room to run.