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canonical_url: "https://aidr.today/ca59d0de?lang=en"
title: "Top 7 Hyperscalers to Spend $1.489 Trillion in 2027, Tripling CapEx Since 2025"
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published_at: "2026-08-16T16:41:07.000Z"
category: "Infra"
topics: ["infra","amazon","microsoft","google","meta","chips"]
source_urls: ["https://huggingnews.com/ai/top-7-hyperscalers-to-spend-1489-trillion-in-2027-tripling-capex-since-2-0337f7b9","https://x.com/pequityresearch/status/2088802838130446491","https://x.com/MelvinInvests/status/2088996375371673893","https://x.com/MilkRoadAI/status/2088996796580200856"]
summary: "A collection of the world's largest cloud computing companies will more than triple their annual investment over a two year period, JPMorgan projects. The group, which includes Amazon, Microsoft, and Google, will reach a combined capital expenditure of $1.489 trillion in 2027. This represents a 65% year over year growth rate and follows a 103% increase in 2026. JPMorgan projections suggest global AI and data center investments will hit between $5 trillion and $7 trillion by 2030. CoreWeave, one of the highlighted hyperscalers, increased its backlog to $130 billion from $99 billion last quarter. Other beneficiaries include Nebius, which holds more than $40 billion in customer commitments backed by Meta and Microsoft, and GE Vernova, which recorded $2.4 billion in data center orders in a single quarter."
---

# Top 7 Hyperscalers to Spend $1\.489 Trillion in 2027, Tripling CapEx Since 2025

> [Open the canonical story](<https://aidr.today/ca59d0de?lang=en>)

**Published:** 2026-08-16T16:41:07.000Z
**Category:** Infra
**Topics:** infra, amazon, microsoft, google, meta, chips

## Summary

A collection of the world's largest cloud computing companies will more than triple their annual investment over a two year period, JPMorgan projects\. The group, which includes Amazon, Microsoft, and Google, will reach a combined capital expenditure of $1\.489 trillion in 2027\. This represents a 65% year over year growth rate and follows a 103% increase in 2026\. JPMorgan projections suggest global AI and data center investments will hit between $5 trillion and $7 trillion by 2030\. CoreWeave, one of the highlighted hyperscalers, increased its backlog to $130 billion from $99 billion last quarter\. Other beneficiaries include Nebius, which holds more than $40 billion in customer commitments backed by Meta and Microsoft, and GE Vernova, which recorded $2\.4 billion in data center orders in a single quarter\.

## Sources

- [Story source](<https://huggingnews.com/ai/top-7-hyperscalers-to-spend-1489-trillion-in-2027-tripling-capex-since-2-0337f7b9>)
- [Story source](<https://x.com/pequityresearch/status/2088802838130446491>)
- [Supporting source](<https://x.com/MelvinInvests/status/2088996375371673893>)
- [Supporting source](<https://x.com/MilkRoadAI/status/2088996796580200856>)