Skip to main content

Making sense of the changing nature of the AI capex boom

US hyperscalers are increasingly using leases as an alternative to capital spending. This Update considers why that is happening and its implications for them, the lessors, and the economy more broadly.

Become a client to read more

This is premium content that requires an active Capital Economics subscription to view.

Already have an account?

You may already have access to this premium content as part of a paid subscription.

Sign in to read the content in full or get details of how you can access it

Register for free

Sign up for a free account to:

  • Unlock additional content
  • Register for Capital Economics events
  • Receive email updates and economist-curated newsletters
  • Request a free trial of our services


Get access