Chill Banker(@ChillBanking):JP Morgan Raises 2027 Data Center CAPEX to +70% yoy growth from +50% prior “Given the latest data center capex forecast for the top four U.S. CSPs, we remain bullish on coverage companies that directly support AI infrastructure demand, particularly across networking. In our view, networking growth should track even stronger, given its increasing mix of spend and its role as a gating factor for high-end compute performance” $CRDO $LITE $COHR

2026.10.17 12:12

JP Morgan Raises 2027 Data Center CAPEX to +70% yoy growth from +50% prior “Given the latest data center capex forecast for the top four U.S. CSPs, we remain bullish on coverage companies that directly support AI infrastructure demand, particularly across networking. In our view, networking growth should track even stronger, given its increasing mix of spend and its role as a gating factor for high-end compute performance” $CRDO $LITE $COHR

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