---
title: "The real risk is likely to be concentrated in cost increases and schedule delays rather than… — FICC리서치부 전략/시황: 이경민 — DecisionGateway"
description: "prediction by FICC리서치부 전략/시황: 이경민, recorded recently — verbatim quote and source citation."
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> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

prediction

# **The real risk is likely to be concentrated in cost increases and schedule delays rather than construction halts, and the consensus for Big Tech's 2027 CapEx growth rate remains at +28%.**

A prediction by FICC리서치부 전략/시황: 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *실제 위험은 건설 중단보다 비용 증가와 일정 지연에 집중될 가능성. 빅테크의 2027년 CapEx 증가율 컨센서스도 +28%로 투자 확대 기조 유지*

daishinstrategyPublished 2026-11-06 [ Read source](https://t.me/daishinstrategy/6400)

## **Discussion**

## **Related claims**

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