VERIFIED QUOTE · reported 2026-11-06
“Putting all the pieces together we believe Big Tech capex growth rate now peaks in 2027 vs our previous view that would not happen until 2028/2029,”
Dan Ives · said 2026-11-05 · reported 2026-11-06
Ives revised his view, stating that Big Tech capital expenditure growth will now peak in 2027 rather than 2028 or 2029.
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