Barclays' model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap
- Posted on March 13, 2026
- By CNBC
- 4 Views
Barclays' model shows AI spending cycle is far from peak. That means Nvidia shares are too cheap
Consensus hyperscale capex is at least $225 billion "too low" in 2027 and 2028, according to a recent analysis from Barclays analysts.
