Hyperscalers Capex to Be Big 2027 Theme, UBS' Baweja Says

Bhanu Baweja, chief strategist at UBS Investment Bank, says spending by the largest hyperscalers will remain a major theme in markets in 2027. "At an aggregate level, I do not believe that there are major constraints here for hyperscalers," he tells Bloomberg Television, adding that they "will be rewarded."