Goldman Sachs Research projects $5.3T hyperscaler AI/data‑center capex (2025‑2030), up from $4.5T, warning strain on credit markets and issuer limits. Chief strategist Amanda Lynam cautions debt investors may resist absorbing larger borrowings. Goldman sees private infrastructure funds already raising $221B in 2025 as key, with AUM possibly topping $3T by 2030. Morgan Stanley forecasts $2.9T capex through 2028, with a $1.5T financing gap, highlighting private credit, securitization, and equity as channels.
Trending
- OpenAI Partners With Getty Images to Add Licensed Visual Content to ChatGPT
- Getty Images and OpenAI Strike Multi-Year Licensing Deal for ChatGPT Visuals
- Goldman Sees $5.3 Trillion AI Spending Wave Reshaping Global Credit Markets
- Goldman Warns AI Capex Supercycle Nears Credit Saturation as Private Markets Step Up
- CISF Proposes NATGRID-Linked Facial Recognition Network for Airports
- CISF Proposes NATGRID-Linked Facial Recognition Network for Airports
- Tata Electronics Confirms Cyber Breach After Alleged Apple and Tesla Files Leak
- Tata Electronics Confirms Cyberattack After Leak of Alleged Apple, Tesla Files
Goldman Sees $5.3 Trillion AI Spending Wave Reshaping Global Credit Markets
Explore On The Go !
Deccan Founders © 2026 – All Rights Reserved