TechBloomberg Tech1h ago
Hyperscalers Capex to Be Big 2027 Theme, UBS' Baweja Says
TL;DRBig tech companies will keep spending heavily on infrastructure in 2027.
Why it matters: Hyperscaler capex drives chip demand, cloud competition, and investor portfolios significantly.
Bhanu Baweja, chief strategist at UBS Investment Bank, says spending by the largest hyperscalers will remain a major theme in markets in 2027. "At an aggregate level, I do not believe that there are major constraints here for hyperscalers," he tells Bloomberg Television, adding…
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