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AI Capex

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Latest AI Capex stories

• Citrini Says AI Capex Growth May Have Peaked as Hyperscaler Spending Nears $1 Trillion

  The firm estimates at least $200 billion in annual recurring revenue across the AI ecosystem and points to slower RPO growth, while Amazon expects cash capital expenditures to increase meaningfully in 2027.

  Nov 6, 2026, 11:07 AM EST · Technology