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Storia in 4 fonti
Goldman Sachs analyst highlights ongoing AI infrastructure spending despite market wobbles
Goldman Sachs' 1-Delta desk projects hyperscaler AI capex between $527B and $765B in 2026, with cumulative spending hitting $7.6 trillion by 2031.
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fortune.com
What bubble? JPMorgan says the $5.5 trillion AI capex explosion is profitable—for now | Fortune
JPMorgan’s midyear outlook argues the hyperscalers are profitable, the debt markets are holding, and the cycle has room to run.
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What bubble? JPMorgan says the $5.5 trillion AI capex explosion is profitable–for now | Fortune
JPMorgan's midyear outlook argues the hyperscalers are profitable, the debt markets are holding, and the cycle has room to run.
