IT Capex Now Accounts for More Than a Third of S&P 500 Capex Spending (May 22, 2026) | Torsten Slok's The Daily Spark | Apollo Global
Sources: Bloomberg, Macrobond, Apollo Chief Economist
Apollo: The S&P 500 IT sector's share of total index capex has surged to a record-high 35%, as hyperscalers race to build out AI infrastructure at unprecedented scale, see chart.
References
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