Hyperscaler Quarterly Capex Growth
Goldman Sachs thinks Wall Street is too conservative on 2027 hyperscaler capex, with the AI spending boom likely to run hotter for longer.
Image: Goldman Sachs Global Investment Research
Goldman Sachs thinks Wall Street is too conservative on 2027 hyperscaler capex, with the AI spending boom likely to run hotter for longer.
Image: Goldman Sachs Global Investment Research