Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimates

Summary

Goldman Sachs projects that Amazon, Alphabet, Microsoft, Oracle, and Meta will pour a combined $1.2 trillion into AI infrastructure in 2027, more than 50 percent above this year's levels. Measured against GDP, it would be the biggest investment cycle since railroad construction in the 19th century. Bottlenecks in power, labor, and memory chips could slow the pace, though. The article Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimates appeared first on The Decoder .

Lotu Radar provides attributed news summaries and links to the original publisher. Full reporting and copyright remain with the source.