AI infrastructure spending by the five largest US hyperscalers is set to more than double in 2027
Reuters says the projected spending would put current revenues below the break-even level. Scharf Investments’ Brian Krawez says the hyperscalers can still be considered a safe bet, but Amazon stands out.
TLDR
Reuters says AI infrastructure spending by the five largest US hyperscalers is set to more than double in 2027, putting current revenues below the break-even level. Scharf Investments’ Brian Krawez says the hyperscalers can still be considered a safe bet, but Amazon stands out.
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