Citrini Says AI Capex Growth May Have Peaked as Hyperscaler Spending Nears $1 Trillion

Citrini Research argues that growth in AI infrastructure investment may have reached a high point, estimating annualized hyperscaler spending is nearing $1 trillion as annual recurring revenue across the broader AI ecosystem stands at least $200 billion. The claim concerns the pace of new spending, not an expected decline in total dollars invested. Citrini expects AI use, adoption and spending to keep rising, while describing the slower expansion in investment as “peak capex growth.” Its nearly $1 trillion estimate does not include all AI spending.

Source: TokenPost