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Exclusive: Goldman bankers say the next AI boom is in the physical economy
AI has made technology companies increasingly dependent on non-tech firms.
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cryptobriefing.com
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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axios.com
Exclusive: Goldman bankers say the next AI boom is in the physical economy
AI has made technology companies increasingly dependent on non-tech firms.