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Add as a preferred source on GoogleUBS Forecasts $1 Trillion in AI Capital Spending for 2026
The bank characterized a recent technology-stock sell-off as investor repositioning and de-risking in AI-linked sectors, not a structural drop in AI demand.
UBS expects artificial intelligence capital spending to reach $1 trillion in 2026, while describing a recent technology-stock sell-off as investor repositioning rather than a decline in AI investment.
The bank tied the sell-off to de-risking and concentrated positions in AI-linked sectors. It said the move did not signal a structural decline in AI demand and described the investment cycle as intact.
Enna Lee
ReporterEnna Lee reports on investing and digital-asset markets for TokenPost. Send corrections or tips to info@tokenpost.com.