Search
J.P. Morgan: Anticipates Even Greater Growth Potential in AI-Related Capital Expenditure
2025-11-03 /
Read about 0 minute
Author：小编
JPMorgan Chase has reported that the quarterly capital expenditures of U.S. companies have surpassed initial projections. Moreover, the full-year capital expenditure forecasts for hyperscale AI firms have undergone another upward revision. It is projected that the rate of growth in investment spending will experience a substantial surge by 2026. The strategy team, helmed by Dubravko Lakos-Bujas, has revealed that the consensus 12-month capital expenditure forecast has been adjusted upwards, moving from 35% (as reported last week) to approximately 39%, marking an increase of roughly 4 percentage points.
-
C114 Communication Network -
Communication Home
7 X 24 Track global technological trends
