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The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending | ZivFin News | ZivFin

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The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending

Yahoo2026.05.10Source: Yahoo

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The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending

At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.

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