Bank of America SELL

US Economic Weekly AI capex is picking up steam

Aug 14, 202614 pages页

From the report报告摘录AI capex as growth tailwind: Hyperscalers’ capex to surge 91% YoY (2025), driving 0.6pp annualized GDP growth via manufacturing/data-center construction and AI-linked equity gains (28% EPS growth vs 12% non-AI S&P 500)…

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