Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion
THE SO WHAT
A projected $1.2T in AI capex next year means hyperscalers are locking in power, land, and silicon at industrial scale—supply constraints will ripple down the stack. If your roadmap assumes cheap, instantly available GPU capacity, revisit pricing, deployment models, and on-prem/hybrid options now.
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