Published Sep 25, 2026, 8:10 AM ET · Updated 2 months ago · 1 source

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

bloomberg

Original Report

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.