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Bank of America: AI Capital Expenditures of Global Hyperscale Cloud Computing Enterprises May Reach USD 1 Trillion by 2027
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Author：小编
After the four major U.S. tech giants released their first-quarter 2026 financial results and updated their capital expenditure outlooks, the team of Bank of America Securities analyst Vivek Arya raised its forecast for global hyperscale cloud computing enterprise capital expenditures in 2026 to over USD 800 billion, representing a year-on-year increase of 67%. It is also expected to surpass USD 1 trillion in 2027, marking a year-on-year increase of approximately 25%.
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