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Goldman Sachs forecasts the five largest U.S. hyperscalers will raise AI infrastructure spending 54% to $1.2 trillion in 2027, above Wall Street estimates, with $800 billion already planned for this year.

Bloomberg09/25, 07:18 PM

Goldman Sachs forecasts the five largest U.S. hyperscalers will increase AI infrastructure spending 54% to $1.2 trillion in 2027, above Wall Street estimates, with roughly $300 billion in annual AI revenue needed to break even.

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