Tech Stocks Brace for $1 Trillion AI Capex Hurdle Through 2028
TL;DR Summary
Tech stock investors face a looming $1 trillion problem as hyperscalers accelerate AI-driven capex, with 2027 spending projected to top $1 trillion and capex set to outpace cash flow from operations from 2026 through 2028; Meta has raised its 2026 capex guidance and Alphabet signaled higher 2027 spend, while Microsoft remains the only major player with a favorable near-term free cash flow outlook.
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