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Business & Finance

Hyperscalers Capex to Be Big 2027 Theme, UBS' Baweja Says

Bloomberg Technology Friday 23 October 2026, 07:45 UTC 1 min read
Key Points

Oct 23rd, 2026 Hyperscalers Capex , UBS' Baweja Says Bhanu Baweja, chief strategist at UBS Investment Bank, says spending by the largest hyperscalers will remain a major theme in markets in 2027. "At an aggregate level, I do not believe that there are major constraints here for hyperscalers," he tells Bloomberg Television, adding that they "will be rewarded."

Oct 23rd, 2026 Hyperscalers Capex to Be Big 2027 Theme, UBS' Baweja Says Bhanu Baweja, chief strategist at UBS Investment Bank, says spending by the largest hyperscalers will remain a major theme in markets in 2027. "At an aggregate level, I do not believe that there are major constraints here for hyperscalers," he tells Bloomberg Television, adding that they "will be rewarded."
UBS (ORG) Baweja (PERSON) Bhanu Baweja (PERSON) UBS Investment Bank (ORG) Bloomberg Television (ORG)
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