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[ARTICLE · art-66077] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

AI capex to Pass $1 trillion by 2027: Strategist

Raymond James Investment Management chief market strategist Matt Orton predicts artificial intelligence capital expenditure will surpass $1 trillion by 2027, driven by strong cloud monetization and capacity constraints, while warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.

read1 min views33 publishedJul 20, 2026
AI capex to Pass $1 trillion by 2027: Strategist
Image: Ca (auto-discovered)

Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, warning that chip stocks could face a 15% to 20% sell-off if Big Tech fails to raise spending guidance.

source & further reading
ca.finance.yahoo.com — original article Meta launches AI agent that can access other apps to send emails, make payments US accuses Chinese AI firms of 'industrial-scale' theft of AI technology What Anthropic needs to take care of first before it IPOs
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