Goldman Sachs says the AI boom is bigger than investors think
By
Huileng Tan
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The bank expects token consumption to increase 24 times by 2030, largely driven by the rise of enterprise agents.
Goldman Sachs says the AI boom is bigger than investors think
By
Huileng Tan
You're currently following this author!
Want to unfollow? Unsubscribe via the link in your email.

Goldman Sachs' 1-Delta desk projects hyperscaler AI capex between $527B and $765B in 2026, with cumulative spending hitting $7.6…

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Instead of boosting corporate revenues, AI might actually destroy them as AI infrastructure projects look dangerously stretched.