17% increase in Citi's 2028 AI service revenue forecast
Original headline17% 높인 씨티의 2028년 AI 서비스 매출 전망치
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Citi Research raised its AI services revenue forecasts for 2026, 2027, and 2028 by 9%, 7%, and 17% respectively, with the largest adjustment coming in 2028. The revisions reflect expanded demand from major cloud providers and improved AI services monetization, according to a report cited by CryptoBriefing. The analysis covered Amazon Web Services (Amazon, $AMZN), Microsoft ($MSFT), Google Cloud, and Meta ($META), whose combined Q3 2026 revenue grew 25% year-over-year. The upward revisions signal strengthening confidence in hyperscaler AI revenue durability, though the percentage changes represent adjustments to prior forecasts rather than actual growth rates. Watch for upcoming cloud earnings and capital expenditure guidance from the four companies to confirm whether AI monetization momentum sustains through 2027-2028.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
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Citi Research, Google Cloud, Meta (META), Microsoft (MSFT), Amazon Web Services
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