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.

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.