Hyperscaler capex to exceed USD1.5 tln in 2027 - TrendForce
Capital expenditure by nine leading cloud service providers (CSPs) is forecast to exceed USD 1.5 trillion in 2027, a 60 percent year-on-year increase, as investment in AI infrastructure drives demand for servers and components, according to analysts TrendForce. Combined capex among Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba and Baidu to rise 106 percent to USD 957 billion in 2026. Its 2027 growth forecast has increased from an earlier estimate of 50 percent, reflecting higher serve