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- 21 OctUBS: Tech giants’ AI infrastructure spending to exceed $1 trillion by 2027
UBS reports that major technology companies’ investment in AI infrastructure will top $600 billion in 2026 and exceed $1 trillion in 2027 as demand for computing capacity outstrips supply. The firm says this spending has supported US economic growth, contributing about 0.75 percentage points to US GDP in H1 2026, though rising investment may pressure cash flows and financing needs.
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