Don't expect the spending to slow down anytime soon, and more lessons from a day with the leaders of today's biggest AI companies.

Goldman Sachs' 1-Delta desk projects hyperscaler AI capex between $527B and $765B in 2026, with cumulative spending hitting $7.6 trillion by 2031.

Don't expect the spending to slow down anytime soon, and more lessons from a day with the leaders of today's biggest AI companies.