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

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

• AI infrastructure spending by the five largest US hyperscalers to grow over 50%
• Goldman Sachs forecasts $1.2 trillion next year
• The figure covers hyperscaler AI capex