AI is heading toward a cash-flow negative inflection point, and spending will slow in 2027, Wall Street thinks

Share

The artificial intelligence industry is heading toward a major inflection point: according to estimates, the capital expenditures of the five major hyperscalers (Oracle, Microsoft, Amazon, Meta, and Alphabet) will exceed their combined operating cash flows for the first time in 2026. Wall Street analysts anticipate a significant slowdown in AI investments starting in 2027, due to supply constraints (chips, electrical equipment, power grid capacity) and higher borrowing costs. Despite this expected slowdown, major tech companies continue to expect exceptionally high returns from AI.

Source: Read the original article

Disclaimer: this content is for information purposes only and is not financial advice. Cryptocurrencies are highly volatile: you may lose all of your capital. Always do your own research. Legal notice
Telemac
Telemachttp://cryptoinfo.ch
Passionné de nouvelles technologies, j’explore l’univers de la blockchain et des cryptomonnaies pour partager l’actualité et les innovations du secteur.

Read More

Items