硬件与网络_到 2026 年飙升的人工智能支出支撑飙升的估值-Hardware & Networking_ Weekly Tech Talk_ Soaring AI Spend into 2026 to Support Soaring Valuations

J P M O R G A N North America Equity Research 03 August 2025 Hardware & Networking Weekly Tech Talk: Soaring AI Spend into 2026 to Support Soaring Valuations This week, we are focusing on the implications of the messages we heard from all the Cloud companies regarding their spending plans for IT infrastructure, understandably with a priority on AI. The year 2024 set a high benchmark for 2025, due to the revival of new datacenter builds following a lean period in 2023. However, the upsizing of capex plans by ...