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Wednesday, August 12, 2026
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Article Market Watch

AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

Market Watch August 12, 2026 · 9:35 am Read Original
Bearish -55.0
−100 Bearish 0 +100 Bullish
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.

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Article Info
Source Market Watch
Published Aug 12, 2026 · 9:35 am
Article ID quonbg6
Original URL Open source
Sentiment Signal
Bearish -55.0
−100Neutral+100
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