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Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion

Spending on AI infrastructure by the five largest US hyperscalers is set to increase by more than half next year to $1.2 trillion, according to strategists at Goldman Sachs Group Inc.

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BloombergLean L·2h ago
Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion
Spending on AI infrastructure by the five largest US hyperscalers is set to increase by more than half next year to $1.2 trillion, according to strategists at Goldman Sachs Group Inc.
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Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion

How 1 sources are covering this

Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion

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