Goldman: hyperscaler capex to grow 54% next year to $1.2 trillion
firstadopter · x · 2026-09-25
Per Bloomberg, Goldman Sachs projects hyperscaler capex growth to ease from nearly 100% this year to 54% in 2027, reaching $1.2 trillion, and to 12% in 2028 when total spending is projected to hit $1.4 trillion — signaling continued AI-driven data center expansion at a decelerating pace.
Related event: Hyperscaler capex to hit $1.2 trillion in 2027: Goldman Sachs(2 posts)→
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