{"slug": "ai-capex-to-pass-1-trillion-by-2027-strategist", "title": "AI capex to Pass $1 trillion by 2027: Strategist", "summary": "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.", "body_md": "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.", "url": "https://wpnews.pro/news/ai-capex-to-pass-1-trillion-by-2027-strategist", "canonical_source": "https://ca.finance.yahoo.com/video/ai-capex-to-pass-1-trillion-by-2027-strategist-203233858.html", "published_at": "2026-07-20 20:32:33+00:00", "updated_at": "2026-07-20 20:55:13.726445+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-chips", "ai-policy"], "entities": ["Raymond James Investment Management", "Matt Orton"], "alternates": {"html": "https://wpnews.pro/news/ai-capex-to-pass-1-trillion-by-2027-strategist", "markdown": "https://wpnews.pro/news/ai-capex-to-pass-1-trillion-by-2027-strategist.md", "text": "https://wpnews.pro/news/ai-capex-to-pass-1-trillion-by-2027-strategist.txt", "jsonld": "https://wpnews.pro/news/ai-capex-to-pass-1-trillion-by-2027-strategist.jsonld"}}