Why the AI capex cycle may just be beginning
Source: The Manila times
Published on: 2026-06-11 17:00
Despite concerns about an overheated market and dot-com era bubble, momentum supporting AI infrastructure investments remains strong DENVER, June 11, 2026 (GLOBE NEWSWIRE) -- AI-related capital expenditures continue to skyrocket as Amazon, Microsoft, Meta and Google race to build next-generation digital technologies. U.S. hyperscalers spent an estimated $400 billion in 2025 and expectations are that spending could approach $700 billion this year. Beyond boosting U.S. GPD, massive investments in AI infrastructure have been the driving force behind the recent rise in stock prices. The highly concentrated nature of this spending - and the outsized impact it's having on financial markets - is fueling concerns that any slowdown could burst the proverbial AI bubble. While those concerns have merit, a new report from CoBank's Knowledge Exchange suggests the current cycle of AI investments is ...
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