1 week ago
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...
Jun 06, 2026
Goldman Sachs Maps $7.6 Trillion AI Infrastructure Spending Through 2031
TLDR: Goldman Sachs projects $7.6 trillion in cumulative AI infrastructure capex between 2026 and 2031. Nvidia is forecast to capt...
Jun 03, 2026
Michael Burry Nvidia Warning: AI Boom Built on Customer Concentration and Hidden...
TLDR: Nvidia now depends on three customers for 64% of receivables, increasing concentration risk sharply. Burry argues much AI sp...