JPMorgan Reaffirms AI Investment Surge as Profitable Despite Concerns
JPMorgan Global Research has updated its midyear outlook for 2026, affirming that the global surge in artificial intelligence (AI) capital expenditures remains durable and increasingly profitable. The firm now estimates total AI-related capex will reach $5.5 trillion through 2030, up from a prior forecast of $5.1 trillion.
Topics: AI capex investment trends semiconductors