# AI infrastructure stocks — X 热门讨论 (2026-09-27 19:39 UTC)
## @TopTechStocksUS (Top Tech AI Stocks 🤖 🔥 📈) · 09-27 11:38 · ♥36 ↻3 💬0 $NBIS Global investment in AI infrastructure to hit US$31.6 trillion through 2050
2026-2030: $7 Trillion cumulative so just imagine the scope of the opportunity ahead 🟢
NEBIUS as a leader in this industry will create generational wealth and thats the play backed by forecasted Capex numbers + continued execution with compounding sales growth.
PwC projects US$31.6 trillion in capital expenditure through 2050 to build the compute capacity needed for AI
Annual data centre capital expenditure is forecast to rise from roughly US$800 billion per year in 2026 to $1.8 trillion per year in 2050
Recurring chip upgrades—not construction—will drive the majority of long-term capital investment
Power will be the decisive factor shaping where AI infrastructure investment flows
https://t.co/Cu33p73U9c https://x.com/TopTechStocksUS/status/2104173886514380804