prediction
AI Capex momentum remains strong.
A prediction by 리서치센터. Statements are as reported by the cited publishers — not verified by DecisionGateway.
AI Capex 모멘텀은 여전히 강하지만
Discussion
Related claims
Concerns over an AI CapEx slowdown are already largely priced in.대신증권 이경민 · statementThe momentum will continue.CEA Anantha Nageswaran · predictionGlobal AI computing demand continues to increase, with US major cloud providers' 2026 capex estimated to grow 77% year-on-year and still have 33% growth room in 2027.韋音如 · predictionMemory price rises driven by demand for artificial intelligence are unsustainable.chairman and CEO of Taiwan's Winbond Electronics · predictionThe day's market focus is on AI development, pending Anthropic.analisisbankinter · predictionIf the virtuous cycle is confirmed, slowing Capex could instead be the starting point for investment efficiency and FCF recovery, but if monetization of final demand is delayed, utilization, unit prices and OCF recovery will also be delayed and the timing of normalizing the AI investment cycle will be pushed back.하나 자산배분/해외크레딧 이영주 · prediction