Bank of America Sell-side卖方

BofA Raising Internet capex ests A look into Internet capex, capacity and monetization

Sep 20, 202619 pages页

From the report报告摘录Hyperscaler Capex Surge: Alphabet ($195bn 2026), Meta ($185bn 2026), Amazon AWS ($159bn 2026) capex hikes driven by AI infrastructure, with Amazon’s data center capacity projected at 39GW (2026) and 57GW (2027).

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