AI CapEx Spending To Be Greater Than US Defence Spending In 2027, Says Report

U.S. AI Spending to Reach 2% of GDP, Rivaling Defense and Education Budgets

The United States is projected to spend approximately 2% of its GDP on AI this year, a figure nearly matching its defense and education budg

Hyperscaler CapEx forecast revised to $830 billion by 2026 as AI demand surges

TrendForce has revised its 2026 forecast for combined capital expenditure among the top nine global cloud service providers (Google, AWS, Me

Infosecurity Europe 2026: AI turbo-charging cyber crime and respons...

Goldman Sachs Warns Hyperscaler AI Capex Could Hit $1.1 Trillion by 2027, Hidden by Off-Balance Sheet SPVs

Goldman Sachs released a report challenging consensus estimates for hyperscaler capital expenditure by 2027. While analysts predict $920 bil

Asset Managers Take Cautious Approach to AI Spending Despite Industry Hype

Despite widespread hype around AI adoption, asset managers are not investing aggressively in artificial intelligence. Research from the Thin

AI’s Macroeconomic Challenges and Promises