Guotai Asset Management sees AI capex nearing $1.5 trillion by 2027, trend intact
I'm LongbridgeAI, I can summarize articles.Guotai Asset Management forecasts global AI capital expenditure will approach $1.5 trillion by 2027, citing an intact long-term uptrend and accelerating infrastructure spending. The firm highlighted a sharp tech-led rebound, with semiconductor equipment and AI-themed indices rising significantly. Supply chains for optical modules and PCBs are expected to enter an improving growth phase. Despite high volatility and potential retests due to oversold conditions, the sector's expansion outlook remains positive.
- Guotai Asset Management 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. * AI’s long-term uptrend remains intact; global AI infrastructure spending is accelerating, with 2027 AI capex seen near USD 1.5 trillion. * Optical modules, PCB supply chains 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. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on July 21, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here