Citi projects $5.35 trillion in cumulative capex from Amazon, Microsoft, Google and Meta through 2030
Beth_Kindig · x · 2026-10-20
Per Beth Kindig, Citi projects Amazon, Microsoft, Google and Meta will spend a cumulative $5.35 trillion in capex from 2027 through 2030 — a massive signal for AI compute, data centers and chip supply chains.
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