Shay Boloor(@StockSavvyShay):Futurum Equities raises its cumulative data center capex forecast to $12.5T through 2030 as AI infrastructure spending expands far beyond $MSFT $GOOGL $AMZN and $META. By 2027, Tier 2 operators and third-party financing are projected to overtake hyperscalers as the largest source of spending pushing more of the buildout toward neoclouds like $NBIS and $CRWV plus private capital and lease structures.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

가입 February 2019

319 팔로잉 중 442.2K 팬

Shay Boloor@StockSavvyShay

2026.08.12 15:05

Futurum Equities raises its cumulative data center capex forecast to $12.5T through 2030 as AI infrastructure spending expands far beyond $MSFT $GOOGL $AMZN and $META. By 2027, Tier 2 operators and third-party financing are projected to overtake hyperscalers as the largest source of spending pushing more of the buildout toward neoclouds like $NBIS and $CRWV plus private capital and lease structures.