“Spending on AI infrastructure by the five largest US hyperscalers is set to increase by more than half next year to $1.2 trillion — above the Wall Street consensus of $1.1 trillion in 2027 capex. To break even on their outlays, the companies would need annual artificial intelligence revenues of about $300 billion in the coming years.”
Said Sep 25, 2026Deadline Dec 31, 2027Bloomberg, 'Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion', September 25, 2026
Resolves against reported 2027 capital expenditures of the five largest US hyperscalers.