--- title: "As AI capital expenditure expands faster than OCF, 2027 is likely to be the period when major AI… — 하나 자산배분/해외크레딧 이영주 — DecisionGateway" description: "prediction by 하나 자산배분/해외크레딧 이영주, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80" meta: "og:description": "prediction by 하나 자산배분/해외크레딧 이영주, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "As AI capital expenditure expands faster than OCF, 2027 is likely to be the period when major AI… — 하나 자산배분/해외크레딧 이영주 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) prediction # **As AI capital expenditure expands faster than OCF, 2027 is likely to be the period when major AI companies' FCF deficits are largest.** A prediction by 하나 자산배분/해외크레딧 이영주. Statements are as reported by the cited publishers — not verified by DecisionGateway. > *AI 설비투자가 OCF보다 빠르게 확대됨에 따라 2027년은 주요 AI 기업의 FCF 적자가 가장 커지는 구간이 될 가능성 높음* hanaresearchPublished 2026-11-10 [ Read source](https://t.me/hanaresearch/20925) ## **Related claims** [**As AI facility investment expands faster than operating cash flow, the capacity to withstand the cash gap before FCF recovery will determine each company's creditworthiness.**현금 공백 대응력의 중요성 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0e3b-7b14-864e-28edb341cba4) [**If the virtuous cycle is confirmed, slowing Capex could instead be the starting point for investment efficiency and FCF recovery, but if monetization of final demand is delayed, utilization, unit prices and OCF recovery will also be delayed and the timing of normalizing the AI investment cycle will be pushed back.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-81ec-7f6c-b3f6-a3c759b9b9de) [**Until early in the year, market scrutiny of AI companies' funding conditions and profitability will continue, favoring companies with solid cash generation and fundamentals.**하나 Global ETF · prediction](https://dgw.tmarket.io/claims/01a1ceab-934c-7679-b11c-21db10e1d286) [**Big tech's AI infrastructure investment continues to expand, and combined with high rates and a monetization lag, cash flow and funding burdens are increasing.**하나 Global ETF · prediction](https://dgw.tmarket.io/claims/01a1ceab-92a9-7dcb-926a-8dea51ab7dcf) [**Global AI computing demand continues to increase, with US major cloud providers' 2026 capex estimated to grow 77% year-on-year and still have 33% growth room in 2027.**韋音如 · prediction](https://dgw.tmarket.io/claims/01a1cf2b-9f1e-7c2c-addf-0d4927f08e77) [**지정학적 상황과 빅테크의 AI 경쟁을 고려하면 AI 투자가 단기간에 크게 둔화될 가능성은 낮고, N사향 신규 CCL 공급사 진입 가능성도 제한적이다.**하나증권 IT 김민경 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-ba95-79ed-b7d8-1ebabc80b06d) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,000+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80#webpage","@type":"WebPage","description":"prediction by 하나 자산배분/해외크레딧 이영주, recorded recently — verbatim quote and source citation.","name":"As AI capital expenditure expands faster than OCF, 2027 is likely to be the period when major AI… — 하나 자산배분/해외크레딧 이영주 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"As AI capital expenditure expands faster than OCF, 2027 is…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-10","isBasedOn":"https://t.me/hanaresearch/20925","text":"AI 설비투자가 OCF보다 빠르게 확대됨에 따라 2027년은 주요 AI 기업의 FCF 적자가 가장 커지는 구간이 될 가능성 높음","url":"/claims/01a1ceb3-8168-7f9a-9181-cfc9d2358d80"}]} ``` ## Sitemap See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.