Big Tech AI Spending Growth May Slow in 2028 as Cash Pressures Rise
Photo: TokenPost
Major U.S. cloud providers are expected to keep increasing spending on AI infrastructure through 2027, then slow investment growth in 2028 as cash flow pressure and credit-rating concerns mount. GF Securities lowered its forecast for global AI accelerator spending in 2028 to $1.01 trillion from $1.03 trillion. The firm said financial disparities could slow industrywide spending growth even as demand remains strong. The projected slowdown follows a period of planned investment growth. Alphabet, Amazon, Meta and Microsoft have outlined combined 2026 capital-spending plans of $715 billion to $740 billion.
Source: TokenPost
