Post by Moody's Ratings
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Spend is boosting supplier growth, with hyperscaler capital spending flowing into chips, servers and networking gear. But it doesn't stop there ā demand is also pulling forward in power generation, grid upgrades and water infrastructure. Projected hyperscalers' spend: $875 billion in 2026, rising to nearly $1 trillion by 2027. š Which sectors are seeing the largest jumps? See the full infographic for a breakdown of where that growth is taking hold. š https://mdy.link/3S3W0Co