Goldman Sachs sees no AI capex slowdown, expects US hyperscalers to deploy $1.4 trillion in 2027

Goldman Sachs says the AI capex cycle will stay elevated through the end of 2027, in line with its estimates, which it says are above Wall Street consensus. The bank expects US hyperscalers to deploy $1.4 trillion in 2027, with power cited among the constraints.

Detected & updated continuously · Source: Nebula