Tanay Jaipuria
@tanayj
partner @wing_vc investing in AI applications, infra and physical AI.
opinions, analysis, and banter on technology and business
加入 October 2008
5.6K 正在关注 78.4K 粉丝
Goldman says that ~half of S&P 500 growth in EPS in 2026 is from AI investment.
Hyperscaler Capex this year will be ~$800B (+94% y/y). Goldman expects growth going forward to be more muted at $1.2T in 2027 and $1.4T in 2028.
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