Small Cap Snipa(@SmallCapSnipa):GOLDMAN SACHS EXPECTS NO AI SLOWDOWN: “The capex cycle through the end of 2027 is likely to remain elevated and in line with our estimates, which are higher than the Wall Street consensus.” GS expects US hyperscalers to deploy $1.4 trillion in 2027. Constraints including power & land as well as memory.

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

参加 February 2021

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Small Cap Snipa@SmallCapSnipa

2026.09.18 20:17

GOLDMAN SACHS EXPECTS NO AI SLOWDOWN: “The capex cycle through the end of 2027 is likely to remain elevated and in line with our estimates, which are higher than the Wall Street consensus.” GS expects US hyperscalers to deploy $1.4 trillion in 2027. Constraints including power & land as well as memory.