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JPMorgan Chase Warns AI Capex Growth Slashes from 100% in 2026 to 22% in 2027

GateNews
AI Industry News
According to JPMorgan Chase's latest "Flows & Liquidity" report, capital expenditure growth for AI infrastructure at major U.S. tech giants—including Google, Amazon, Meta, Microsoft, and Oracle—is projected to decelerate sharply in 2027. The five companies' combined capex is forecast to reach $758.1 billion in 2026 (up 100% year-over-year) but growth is expected to slow to just 22% in 2027, dropping further to 7%, 2%, and 1% in 2028–2030 respectively. The growth collapse reflects a fundamental challenge: GPU rental prices have plummeted from roughly $5 per hour in early 2024 to around $2 by late 2025, compressing profit margins for cloud giants reselling compute capacity and dampening their willingness to sustain massive capital outlays.
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