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Tech giants' AI spending to exceed USD 1 trillion in 2027, lift US growth: UBS

Investment by major technology companies in artificial intelligence AI infrastructure is expected to exceed USD 1 trillion in 2027 as demand for computing capacity continues to outstrip supply supporting US economic growth despite rising financing needs according to a report by UBS The report estimates that AI-related capital expenditure by major technology companies will exceed USD 600 billion in 2026 before crossing USD 1 trillion in 2027

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Tech giants' AI spending to exceed USD 1 trillion in 2027, lift US growth: UBS

Why it matters: AI News is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads.

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