Prediction: hyperscalers will tighten AI capex in 2027
pdamodaran · x · 2026-09-13
Investor pdamodaran predicts 2027 will be the year hyperscalers start tightening their purse strings and digesting the massive AI infrastructure spending so far — "Mark it," he says, adding to macro skepticism about the sustainability of the current AI capex cycle.
Related event: Damodaran predicts hyperscalers will tighten AI capex in 2027(2 posts)→
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