Citi projects Big Four hyperscaler capex to hit $1.62T annually by 2030, $5.35T cumulative
Beth_Kindig · x · 2026-10-22
Citi estimates Amazon, Google, Microsoft and Meta will grow combined data center capex from $1.02T in 2027 to $1.62T by 2030, totaling $5.35T cumulatively over 2027–2030. Google alone is projected at $554B in 2030, with annual growth of +49%, +23%, +14% and +13% across the four years.
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