Miner Company
It's All About The 2027 AI Capex - And It Doesn't Look Pretty
AI capex is currently expected to increase in 2027 by 15-30%, which is well below the 2026 growth of over 100% - that's negative the AI stocks. The valuation multiples have been contracting for tech stocks as earnings increased, which confirms an expected slowdown in earnings growth.
AI capex is currently expected to increase in 2027 by 15-30%, which is well below the 2026 growth of over 100% - that's negative the AI stocks. The valuation multiples have been contracting for tech stocks as earnings increased, which confirms an expected slowdown in earnings growth.