prediction
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.
A prediction by 韋音如. Statements are as reported by the cited publishers — not verified by DecisionGateway.
全球 AI 運算需求仍持續增加，根據市場研究資料，美系主要雲端業者 2026 年資本支出預估年增 77%，2027年仍有33%的成長空間
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Looking to 2027, global AI demand will keep expanding, and Taiwan companies' competitive advantages in advanced process, packaging and testing, and key components are expected to extend related industry growth opportunities.張雅雯 · predictionLarge cloud computing providers have limited short-term upside, but over the medium term they are expected to benefit from tighter computing power supply, which improves pricing power, margins and cash flow.摩根大通全球市场策略主管Dubravko · predictionAnthropic stated that its internal estimates show the pace of AI capability progress may accelerate further.Anthropic · predictionAs AI capital expenditure expands faster than OCF, 2027 is likely to be the period when major AI companies' FCF deficits are largest.하나 자산배분/해외크레딧 이영주 · predictionAI Capex momentum remains strong.리서치센터 · predictionThe surge reflects growing demand from private capital markets to fund the AI industry's rapid expansion.insiderr_politic · statement
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