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Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion

Bloomberg Technology Friday 25 September 2026, 12:10 UTC By Marton Kasnyik 1 min read
Key Points

Spending on AI infrastructure by the five largest US hyperscalers is set to increase by more than half next year to $1.2 trillion, according to strategists at Goldman Sachs Group Inc.

Spending on AI infrastructure by the five largest US hyperscalers is set to increase by more than half next year to $1.2 trillion, according to strategists at Goldman Sachs Group Inc.
Goldman Sees Hyperscaler AI Capex (PERSON) US (LOCATION) Goldman Sachs Group Inc. (ORG)
Originally published by Bloomberg Technology Read original →

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