*Walter Bloomberg(@DeItaone):GOLDMAN SEES AI CAPEX SURGING TO $1.2 TRILLION Goldman Sachs expects the five largest U.S. hyperscalers to boost AI infrastructure spending 54% to $1.2 trillion in 2027, above Wall Street estimates. Amazon, Alphabet, Microsoft, Oracle and Meta are already on track to spend $800 billion this year. Goldman estimates hyperscalers need roughly $300 billion in annual AI revenue to break even, while rising financing needs and infrastructure constraints could slow future spending growth.

2026.09.25 12:18

GOLDMAN SEES AI CAPEX SURGING TO $1.2 TRILLION Goldman Sachs expects the five largest U.S. hyperscalers to boost AI infrastructure spending 54% to $1.2 trillion in 2027, above Wall Street estimates. Amazon, Alphabet, Microsoft, Oracle and Meta are already on track to spend $800 billion this year. Goldman estimates hyperscalers need roughly $300 billion in annual AI revenue to break even, while rising financing needs and infrastructure constraints could slow future spending growth.

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