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Goldman Sachs projects $1.2 trillion Big Tech AI infrastructure spend by 2027

Goldman Sachs projects Amazon, Alphabet, Microsoft, Oracle and Meta will spend a combined $1.2 trillion on AI infrastructure in 2027, over 50 percent above this year's levels. Power, labor and memory chip bottlenecks could slow the pace.

First seen 27 Sep, 08:17 UTC on The Decoder1 sourceLast update 1d ago

What the sources say

Linked, never rewritten. Official means the lab itself.

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No word from Goldman Sachs yet.

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The Decoder· 27 Sep, 08:17Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimates

How it unfolded

Every source in the order it appeared. Times in UTC.

27 Sep 08:17The Decoder Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimates