Buy MU by Jul 7, 2028.

SemiAnalysis projects that cumulative AI IT and datacenter capital expenditure from 2024 to 2029 will reach approximately $11.1 trillion (Save this). Annual capex is expected to exceed $2 trillion by 2028, growing almost every single year in the forecast window with no sign of deceleration.. SemiAnalysis projects outstanding AI-related debt will reach approximately $7.1 trillion by 2029, second only to the US mortgage market. That is a structured AI debt financing, the mechanism by which neoclouds, datacenter builders and infrastructure …