Barclays' model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap

finance news • news • web article

Consensus hyperscale capex is at least $225 billion "too low" in 2027 and 2028, according to a recent analysis from Barclays analysts.

Barclays' model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap — image source: image.cnbcfm.com

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Barclays' model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap — image source: image.cnbcfm.com

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