Wire report
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.
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A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.
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What happened
According to MarketWatch’s linked report, AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust, A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.
Context
The development sits in VINI’s Technology coverage for readers following technology, science, product policy, markets, infrastructure, and the public consequences of innovation. The original report is linked so readers can check the source account, follow later updates, and compare new coverage against the first published record. The linked report is dated 2026-08-12T09:35:00+00:00.
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Source
Primary source: AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust via MarketWatch. VINI cites and links the source; it does not reproduce the publisher’s full article text without rights clearance.
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- AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bustMarketWatch - 2026-08-12T09:35:00+00:00
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