Guotai Asset Management sees AI capex nearing $1.5 trillion by 2027, trend intact
SOXX•AI capex outlook remains intact
Guotai Asset Management sees AI’s long-term uptrend remaining intact, with global AI infrastructure spending accelerating and 2027 AI capex seen near USD 1.5 trillion.
Supply-chain and technical signals
Optical modules and PCB supply chains were seen in an improving growth phase, pointing to faster expansion next year. Model signals showed the sector in oversold territory last Friday; volatility remains high, with a possible retest before another rebound.
Tech-led rebound lifts chip-related indices
The firm flagged a sharp tech-led rebound, with the semiconductor equipment index up as much as 10% intraday. Chip, integrated circuit, communications equipment, and AI-themed indices climbed more than 7% as risk appetite returned.
