AI Capex Splits EM Growth: What It Means for Taiwan, Korea and Vietnam

Posted on by Eben@CANSLIM Research

In a report examining how the AI capex boom is widening the divide between AI and non-AI emerging markets, the analysis argues that the capital intensity of combining computing hardware, electricity infrastructure, cooling systems and warehouse structures is making the US-led buildout a dominant force in EM relative growth performance. It cites cumulative spending estimates of roughly $8trn for US hyperscalers and neoclouds from 2025 to 2030, with a separate academic estimate of $10.3trn for 2025-2032 — described as the largest US capex boom in history, roughly three times the size of the late-1990s IT and fibre buildout.

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