π Schroders: Early Signs of AI Return on Investment Emerge in Hyperscaler Earnings
Schroders sees hyperscale cloud providers starting to show AI contributing meaningfully to growth, with revenue acceleration and expanding customer backlogs signaling durable demand.
β’ Capex among the largest tech firms remains well above historical levels, and analysts keep revising spending estimates higher through 2026.
β’ Still, "revenues still need to grow considerably before returns approach historical levels", the firm cautions β early signals, not proof yet.
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