Key points
Contribution to consensus S&P 500 EPS growth, AI infrastructure and hyperscalers (2025-2028) ｜ AI infrastructure adds 15pp of the 28% 2026 growth, fading to 8pp by 2028
Image source: @LanceRoberts
2026-09-25
AI Infrastructure Stocks Seen Contributing 15pp to 2026 S&P 500 EPS Growth, Nearly Half