GOOGLGOOGLAlphabet Inc. Class A
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P Equity Research πŸ“°P Equity Research πŸ“°
10 Nov, 22:00

Bullish on hyperscaler capex growth driving Alphabet's infrastructure expansion

Bullish-0.24%

AI Summary

The author shares J.P. Morgan's forecast that hyperscaler capital expenditures will reach approximately $2 trillion by 2028, highlighting a bullish structural growth theme for major cloud infrastructure beneficiaries.

J.P. Morgan sees hyperscaler capex reaching ~$2 trillion in 2028. $SPCX $META $GOOGL $AMZN $MSFT https://x.com/pequityresearch/status/2120275310067474924/photo/1

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