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Benzinga
Benzinga
Business
Eva Mathew

'Why Are Stocks Falling?': Top Analyst Issues Bombshell Warning As Volatility Hits Wall Street

BCA Research Nasdaq X Amazon Meta
shutterstock_2687347211

Peter Berezin, Chief Global Strategist at BCA Research, said in a post on X late Thursday, that major cloud and AI infrastructure providers, also known as hyperscalers, could be carrying more than $2.5 trillion in AI assets by 2030.

Based on a typical 20% depreciation rate, Berezin estimates these firms, which include Big Tech names like Microsoft (NASDAQ:MSFT), Google-parent Alphabet (NASDAQ:GOOG) and Amazon (NASDAQ:AMZN), may face around $500 billion per year in depreciation expenses later this decade.

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