2027年AI超大规模企业资本开支的预期过于保守(英).docx

2027年AI超大规模企业资本开支的预期过于保守(英).docx

PortfolioStrategyResearch10June2026|5:16PMEDT

USEQUITYVIEWS

MoreAIcapex,morevolatility

nConsensus2027hyperscalercapexestimatesaretooconservative.Analyst

RyanHammond

estimatesimplyhyperscalercapexwillequal$920billionin2027,representinga

ryan.hammond@

GoldmanSachs

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