Jun 12, 2026
AI Spending Nears Dot-Com Era Levels as Hyperscalers Ramp Up Infrastructure Inve...
TLDR: Goldman Sachs forecasts hyperscalers will direct about 98% of operating cash flow into CapEx by 2026. AI spending is approac...
TLDR: Goldman Sachs forecasts hyperscalers will direct about 98% of operating cash flow into CapEx by 2026. AI spending is approac...