Institutional Investor11/02 16:40 UTC
The Trillion-Dollar Question: How Much Value Must AI Create to Pay for Its Build-Out?
The build-out of AI infrastructure is one of the largest private investment programmes in modern history. Spending on AI data centres, covering chips, networking, land, buildings and power, is around $1 trillion in 2026 on the author's estimates. Nvidia, the largest supplier into the build, expects annual spending of $3-4 trillion by 2030.
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UBS Raises AI Spending Forecast To $1.4 Trillion In 2027 — Warns Volatility Is ‘New Normal’
UBS on Monday raised its aggregate AI capital expenditure forecasts to $1 trillion for 2026 and $1.4 trillion for 2027. It also introduced a $1.5 trillion estimate for 2028, citing stronger spending commitments from major hyperscalers.
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