A slew of earnings announcements this week from IT hardware producers across Asia and the US and from one of the US hyperscalers will test our thesis from last week that the AI capex spending outlook remains largely intact. To recap, we argued that although recently higher financing costs may trim 2027 – 28 capex estimates at the margin, growth is likely to remain rapid.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.