---
title: "AI Capex momentum remains strong. — 리서치센터 — DecisionGateway"
description: "prediction by 리서치센터, recorded recently — verbatim quote and source citation."
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prediction

# **AI Capex momentum remains strong.**

A prediction by 리서치센터. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *AI Capex 모멘텀은 여전히 강하지만*

eqmiraePublished 2026-11-02 [ Read source](https://t.me/eqmirae/3278)

## **Discussion**

## **Related claims**

[**Concerns over an AI CapEx slowdown are already largely priced in.**대신증권 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71f-30bc-7537-b05c-cc6d226e8462) [**The momentum will continue.**CEA Anantha Nageswaran · prediction](https://dgw.tmarket.io/claims/01a1c6ad-cc5a-7eed-baf9-2eb7470bfacd) [**AI基建仍然持續**陳昆仁 · statement](https://dgw.tmarket.io/claims/01a1d8d5-1096-78ef-bd27-44d6980f5211) [**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) [**Memory price rises driven by demand for artificial intelligence are unsustainable.**chairman and CEO of Taiwan's Winbond Electronics · prediction](https://dgw.tmarket.io/claims/01a1c6f1-9a7b-745e-9a4e-565a7df80cc5) [**The day's market focus is on AI development, pending Anthropic.**analisisbankinter · prediction](https://dgw.tmarket.io/claims/01a1cc22-1548-76d5-a5ae-73326a2789a9)

[All claims](https://dgw.tmarket.io/claims)

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