Wall Street analysts estimate total AI capital expenditures could now climb above $1 trillion in 2027, following even bigger spending plans unveiled by the hyperscalers during Wednesday's tech earnings. Both Evercore and Bank of America placed 2027 capex in excess of a $1 trillion after the earnings calls, with 2026 estimates rising to between $800 and $900 billion. "Cap-ex continues to soar as demand outpaces supply and pricing increases," analysts for Jefferies said in a Thursday note to