Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
Discuss: When will $5.3T AI spending start making real profits? Which companies benefit most from it? Will all this spending hurt Big Tech margins and stock prices first? Source: finance.yahoo.com/sectors/technology/ar...-to-dominate-the-ai-era-115359575.html The artificial intelligence spending for Big Tech has only just begun. The news: Goldman Sachs strategist Amanda Lynam has put some fresh numbers on hyperscaler
评论
?
参与讨论