Business1 hOctober 23, 2026, 14:45

Hyperscaler capex to remain key 2027 theme, UBS strategist says

UBS Investment Bank chief strategist Bhanu Baweja told Bloomberg Television that spending by the largest hyperscalers will remain a major market theme in 2027. He sees no major constraints for them and expects the investments to be rewarded.

Bloomberg

Open source

UBS sees hyperscaler capex as the key market theme for 2027
Baweja says there are no major constraints on hyperscaler spending
He expects markets to reward these investments

#UBS

Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion

Hardware

Software could be the easiest fix for hyperscalers' AI power squeeze, researchers say

Policy

Rare earths remain the key sticking point in US-China trade truce

Policy

Hyperscaler capex to remain key 2027 theme, UBS strategist says

Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion

Software could be the easiest fix for hyperscalers' AI power squeeze, researchers say

Rare earths remain the key sticking point in US-China trade truce

EU-Philippines Trade Deal Nears Final Agreement, but Key Digital Rules Remain Unpublished