Citi: Hyperscaler Backlog Nears $1.7 Trillion as AI Capex Eyes $3.8T

At its Global TMT conference with 250+ management teams, Citi said hyperscaler backlogs neared $1.7 trillion by end of Q2, with AI capex heading toward $3.8 trillion and inference shifting toward agentic workloads.

2026-09-08 ~ 2026-09-08 · 3 related posts

• Hyperscaler backlog hits $1.7T as Citi conference flags shift to agentic inference — sanjaykalra · 2026-09-08
• Citi TMT takeaways: hyperscaler backlog near $1.7T, AI capex tracking to $3.8T by 2030 — sanjaykalra · 2026-09-08
• Citi: Hyperscaler backlog near $1.7T, AI capex tracking toward $3.8T by 2030 — sanjaykalra · 2026-09-08