AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027

AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027

The overall cost has been causing heads to spin, but analysts say they're seeing flowthrough from investments to revenue.

STOCK MARKET: AI boom: Big Tech capital expenditures now seen topping $1 trillion in 2027

Google CEO Sundar Pichai gestures during a meeting with France’s President Emmanuel Macron on the sidelines of the AI Impact Summit in New Delhi on Feb. 19, 2026. Ludovic Marin | Afp | Getty Images Wall Street analysts estimate total AI capital expenditures could now climb above $1 trillion in 2027, following even bigger spending plans unveiled by the hyperscalers during Wednesday’s tech earnings. Both Evercore and Bank of America placed 2027 ca…

CNBC: AI boom: Big Tech capex seen topping $1 trillion in 2027

CNBC reports: Wall Street analysts estimate total AI capital expenditures could now climb above $1 trillion in 2027, following even bigger spending plans unveiled by the hyperscalers during Wednesday’s tech earnings. Both Evercore and Bank of America placed 2027 capex in excess of a $1 trillion after the earnings calls, with 2026 estimates rising to between $800 and $900 billion. “Cap-ex continues to soar as demand outpaces supply and pricing in…