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Goldman Sachs warns AI infrastructure capex is fueling unsustainable debt growth, with investors paying 'too much' for unproven returns.

Wall Street macro concern: AI capex efficiency skepticism rises; financing conditions tighten; debt-funded buildout faces headwinds.
Trade pressSlicast · July 20, 2026 · US · Source: Google News
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Goldman Sachs warns AI infrastructure capex is fueling unsustainable debt growth, with investors paying 'too much' for unproven returns.

Wall Street macro concern: AI capex efficiency skepticism rises; financing conditions tighten; debt-funded buildout faces headwinds.

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Goldman Sachs warns AI infrastructure capex is… · Slicast