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Goldman Sachs forecasts hyperscaler AI capex rising 50% to reach U.S.$1.2 trillion annually.

Validates sustained capital intensity of AI buildout; underpins long-term demand for datacenters, power infrastructure, and semiconductor supply.
Trade pressSlicast · September 26, 2026 at 06:34 UTC · US · Source: The Malaysian Reserve
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Goldman Sachs forecasts hyperscaler AI capex… · Slicast