‼️ 🧠 Goldman Sachs strategists, led by Ryan Hammond, project that spending on AI infrastructure by the five largest US hyperscalers will rise more than 50% next year to $1.2 trillion—above Wall Street’s $1.1 trillion consensus for 2027 capex—with the firms needing roughly $300 billion in annual AI revenue in the coming years just to break even on that outlay.
