Citi raised its AI market valuation to $4.2 trillion and its CapEx forecast to $8.9 trillion
Citi’s April 27 report revised the 2030 global AI market upward to $4.2T, and corporate AI to $1.9T; CapEx for 2026–2030 was also raised to $8.9T. The most notable part is that corporate AI was revised up by 58%, indicating that the adoption pace is far faster than expected. The drivers include AI programming automation and the spread of application-layer CapEx expansion; Anthropic’s 2026 Q1 annualized revenue reached $30B, showing growth. For Taiwan’s technology stocks, CapEx moving higher is a positive catalyst for downstream chip and packaging demand.
ChainNewsAbmedia·04-28 12:04
