AI Business
2d ago
Goldman Sachs projects AI infrastructure spending by top US hyperscalers to reach $1.2 trillion
Sep 25, 2026
AI Summary
Goldman Sachs forecasts that the five largest US hyperscalers will increase their AI infrastructure spending by over 50% to $1.2 trillion next year. This estimate surpasses the Wall Street consensus of $1.1 trillion for 2027, indicating a significant investment trend in AI technology.
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- Goldman Sachs projects a 50% increase in AI infrastructure spending by the five largest US hyperscalers, reaching $1.2 trillion next year.
- This forecast exceeds the Wall Street consensus estimate of $1.1 trillion in capital expenditures for 2027.
- To justify these investments, the companies would need to generate approximately $300 billion in annual AI revenues in the coming years.
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