Goldman Sachs estimates AI infrastructure capex of $2 trillion in 2028

Goldman Sachs estimates AI infrastructure capex of approximately $1.3 trillion in 2027 (up 60% YoY) and $2.0 trillion in 2028 (up 42% YoY), translating to AI data center deployments of 20 GW in power terms.

Detected & updated continuously · Source: Nebula