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HSBC Predicts Big Tech Increases AI Capex
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HSBC Global Investment Research said in its latest report that big tech firms—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Oracle—will sharply raise capex as AI enters an early "megacycle", projecting $1.3 trillion in operating cash flow this year. The bank forecasts these firms will allocate 61% of cash flow to capex (up from 46% in 2025) and predicts $2.8 trillion group revenue in 2026, led by Nvidia.
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Credible HSBC industry analysis with actionable forecasts, limited novelty beyond updated financial and allocation projections.
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