From TokenPost · · 40s
Citrini: AI Capex Growth May Have Peaked
AI infrastructure spending growth could have reached a peak as hyperscalers near $1 trillion in annual investment.
In brief
AI infrastructure spending growth could have reached a peak as hyperscalers near $1 trillion in annual investment. Citrini Research says AI infrastructure capex growth may have peaked with hyperscaler spending nearing $1 trillion annually. Originally reported by TokenPost.
Citrini Research claims
Citrini Research estimates annualized hyperscaler AI spending is nearing $1 trillion as broader AI ecosystem revenue reaches at least $200 billion.
Slower investment growth
Citrini points to slower quarterly growth in remaining performance obligations as leading AI labs slow their commitments.
Hyperscaler spending plans
Amazon expects $220 billion in cash capital expenditures for 2026 with higher cash capex in 2027, while Microsoft's commercial RPO stood at $677 billion as of Sept. 30.
The headline
Citrini Research says AI infrastructure capex growth may have peaked with hyperscaler spending nearing $1 trillion annually.
