Shay Boloor(@StockSavvyShay):Goldman sees AI infrastructure spending by $AMZN, $META, $GOOGL, $MSFT and $ORCL jumping 50%+ to $1.2T in 2027. That puts focus on monetization because Goldman says they need ~$300B of annual AI revenue to break even while more than a third of that CapEx may be debt funded.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.09.25 12:51

Goldman sees AI infrastructure spending by $AMZN, $META, $GOOGL, $MSFT and $ORCL jumping 50%+ to $1.2T in 2027. That puts focus on monetization because Goldman says they need ~$300B of annual AI revenue to break even while more than a third of that CapEx may be debt funded.