Citigroup raised its global AI capital-expenditure and revenue forecasts for 2026-2030, citing faster-than-expected enterprise demand and adoption. The upgrade implies stronger medium-term spending and revenue opportunities for AI infrastructure and software vendors and is supportive for AI-related equities, though the firm did not disclose dollar or percentage revisions in the note.
Citigroup raised its global AI capital-expenditure and revenue forecasts for 2026-2030, citing faster-than-expected enterprise demand and adoption. The upgrade implies stronger medium-term spending and revenue opportunities for AI infrastructure and software vendors and is supportive for AI-related equities, though the firm did not disclose dollar or percentage revisions in the note.
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