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Technology · Open for opinions

Will aggregate AI infrastructure investment by the four largest cloud providers (Amazon/AWS, Microsoft, Google, and Oracle) exceed $300 billion in the full year 2026?

S&P Global Ratings projects that AI infrastructure investment by major cloud providers could exceed $1.3 trillion by 2027, signaling… 20 opinions, 50% Yes

  • Yes — 50%
  • No — 50%

Deadline: February 20, 2027 at 12:00 AM UTC · 20 opinions

Resolution rules

S&P Global Ratings projects that AI infrastructure investment by major cloud providers could exceed $1.3 trillion by 2027, signaling unprecedented acceleration in the sector.

Source: economia.uol.com.br

Frequently asked questions about this event

How is this event resolved?

Soma dos valores de capital expenditure (capex) declarados nos relatórios financeiros anuais de 2026 de Amazon, Microsoft, Google (Alphabet) e Oracle, com foco em infraestrutura de IA e data centers. Fonte: relatórios 10-K ou earnings releases anuais de cada empresa. Mercado resolve após divulgação do último relatório anual, prevista até fevereiro de 2027.

How are points scored?

Points depend on the share of votes your side had when you gave your opinion. Being right earns 100 minus that share. Being wrong costs that share.

Right now Yes has 50% of the votes: an opinion on it that turns out right earns about 50 points, a wrong one costs about 50.

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