JPMorgan raises AI and data center capex estimates to $5-7 trillion by 2030, citing strong high-yield debt performance and 62% YoY hyperscaler spending

JPMorgan raises AI and data center capex estimates to $5-7 trillion by 2030, citing strong high-yield debt performance and 62% YoY hyperscaler spending

J.P. Morgan prevê que os investimentos totais em capital (capex) em IA cheguem a US$ 5,5 trilhões até 2030