Inner Loop Intelligence
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Slack: C0A0J067M6V/ts:1774005351.9859
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
regional-opportunistic-trades
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[E1734]
2026 may mark peak of US AI capex—four major US hyperscalers projected to spend $620bn this year while Jefferies projects China AI capex rising from Rmb519bn in 2025 to Rmb1.67tn by 2030.
supporting · 2026-04-07