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.

Summary from Bloomberg Technology.

Coverage 1 article · 1 outlet

1. Bloomberg Technology 1h ago
   Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion ↗