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Goldman Sachs forecasts AI infrastructure spending will climb toward $1.1 trillion annually, even as valuations of pure-play AI infrastructure companies are compressing.
The $1.1T spending forecast confirms the scale of the buildout, but valuation compression signals market concerns about returns, margin sustainability, and competitive fragmentation.
Trade pressSlicast · September 25, 2026 at 15:47 UTC · US · Source: citybiz
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