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JPMorgan forecasts $5.5T AI capex growth through 2030, signaling infrastructure supercycle
JPMorgan projects global AI and data center spending will hit $5-7 trillion by 2030, with hyperscalers spending $342 billion in 2025 alone. Here's what it
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fortune.com
What bubble? JPMorgan says the $5.5 trillion AI capex explosion is profitable—for now | Fortune
JPMorgan’s midyear outlook argues the hyperscalers are profitable, the debt markets are holding, and the cycle has room to run.
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What bubble? JPMorgan says the $5.5 trillion AI capex explosion is profitable–for now | Fortune
JPMorgan's midyear outlook argues the hyperscalers are profitable, the debt markets are holding, and the cycle has room to run.
