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Goldman Sees 2027 Hyperscaler Capex Rising As High As $1.4 Trillion
"consensus 2027 hyperscaler capex estimates are too conservative."
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zerohedge.com
Timeline cronologica
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The Hyperscaler Capex Just Keeps Getting Bigger And Bigger
Investors expected spending to peak. Barclays now sees over $1.1 trillion of hyperscaler capex by 2028, forcing investors to confront the implications for cash flow, debt issuance…
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Goldman Sees 2027 Hyperscaler Capex Rising As High As $1.4 Trillion
"consensus 2027 hyperscaler capex estimates are too conservative."