# AI infrastructure stocks — X 热门讨论 (2026-09-24 18:54 UTC)
## @LanceRoberts (Lance Roberts) · 09-24 10:41 · ♥31 ↻4 💬1 AI infrastructure stocks are expected to drive roughly half of S&P 500 EPS growth in 2026, but their contribution is expected to fade in 2027 as Capex from hyperscalers begins to slow as buildout of datacenters begins to complete and depreciation starts to kick in. @thedailyshot https://t.co/QLkJOXW5cd https://x.com/LanceRoberts/status/2103072409951650260