Goldman Sachs says markets are underestimating AI infrastructure spending, projecting hyperscaler capex at $1.1T in 2027, versus consensus $920B, with an upside of $1.4T. Capex is forecast at $757B in 2026, up 84% YoY. The bullish view stems from token consumption multiplying 24x by 2030 (to 120 quadrillion/month) driven by enterprise AI agents, with daily queries rising to 23B. Goldman sees data center power demand up 50% by 2027, with equilibrium only in late 2027.
Trending
- World Bank Upgrades India Growth Forecast to 6.6% Despite Global Slowdown
- World Bank Raises India FY27 Growth Forecast to 6.6%, Fastest Among Major Economies
- Indian FMCG Companies Raise Prices 4-11% as Fuel Costs and Supply Chain Pressures Mount
- Indian FMCG Companies Raise Prices 4-11% as Fuel Costs and War-Driven Supply Disruptions Bite
- Goldman Sachs Sees AI Infrastructure Spending Reaching $1.1 Trillion by 2027
- Goldman Sachs Forecasts AI Infrastructure Spending Could Reach $1.4 Trillion by 2027
- Tamil Nadu’s ambition is to become a $1.5 trillion economy by 2036: Tamil Nadu CM Vijay.
- Tamil Nadu’s ambition is to become a $1.5 trillion economy by 2036: Tamil Nadu CM Vijay.
Goldman Sachs Sees AI Infrastructure Spending Reaching $1.1 Trillion by 2027
Explore On The Go !
Deccan Founders © 2026 – All Rights Reserved