WS #15771
Federal Reserve official Waller stated that hyperscalers are still planning to spend trillions of dollars on AI infrastructure over the next three years, confirming the durability of the AI buildout cycle despite rising interest rates. This narrative is supported by SolarEdge's showcase of AI factory power technology and analyst Dan Ives' reaffirmation of Meta as a core AI player. These signals counter fears that high yields are stifling tech capex, supporting the bullish thesis for AI-enabling hardware and cloud infrastructure.
AI Infrastructure Spending Resilience
Federal Reserve official Waller stated that hyperscalers are still planning to spend trillions of dollars on AI infrastructure over the next three years, confirming the durability of the AI buildout cycle despite rising interest rates. This narrative is supported by SolarEdge's showcase of AI factory power technology and analyst Dan Ives' reaffirmation of Meta as a core AI player. These signals counter fears that high yields are stifling tech capex, supporting the bullish thesis for AI-enabling hardware and cloud infrastructure.