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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2026-09-25 12:10 · Bloomberg AI
Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion

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