AI Spending Nears Dot-Com Era Levels as Hyperscalers Ramp Up Infrastructure Investment

TLDR: Goldman Sachs forecasts hyperscalers will direct about 98% of operating cash flow into CapEx by 2026. AI spending is approaching dot-com era levels as firms expand data centers and computing infrastructure. Big Tech capital expenditures could reach $920 billion by 2027, with upside estimates near $1.4 trillion. Growing concerns remain over whether AI spending [...]

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