Hyperscalers Capex to Be Big 2027 Theme, UBS' Baweja Says
THE SO WHAT
If hyperscalers “will be ready” on spend through 2027, the constraint for most teams won’t be raw compute—it will be securing predictable unit economics on top of that capex wave. Treat 2027–2028 contracts as a pricing regime shift window, not business as usual renewals.
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