Goldman Sachs: Hyperscaler Capex to Hit $1.2 Trillion by 2027
Beth_Kindig · x · 2026-08-06
Goldman Sachs projects that investment-grade debt issuance by hyperscalers will account for one-third of their capital expenditures by 2027. This translates to approximately $400 billion in debt financing against an estimated $1.2 trillion in total spending. The projection underscores the massive scale of AI infrastructure investments being committed by major tech giants including Microsoft, Google, Amazon, and Meta.
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