Goldman Sachs Projects AI Capital Expenditures to Reach $1.2T by 2027

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.

Goldman Sachs projects AI capital expenditures to reach $1.2T by 2027

Goldman Sachs raises its forecast for US hyperscaler AI capital expenditures to $1.4 trillion by 2027, with over $400 billion funded through bond

AI Capital Spending May Reach $1.73 Trillion in 2026-2027

Six companies would need $1.42 trillion in revenue from 2028 through 2030 to meet a 15% annualized return target on AI computing investments.