
Bloomberg forecasts that the AI funding gap will more than double, reaching approximately $330B in FY27, with $ORCL and $SPCX facing the largest funding requirements. Interestingly, $GOOGL, $META, $AMZN and $MSFT are expected to largely close their funding gaps by FY28, while $CRWV, $NBIS and $IREN may continue relying on external capital through FY30.