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الاقتصادية
AI giants to invest over $1.2T by 2027
Goldman Sachs Foresees over 50% Growth in Capital Spending on AI Infrastructure by the Top Five U.S. Supercomputing Companies to Reach $1.2 Trillion by 2027, Surpassing Wall Street's $1.1 Trillion Forecast These companies, which include Amazon, Alphabet, Microsoft, Oracle, and Meta, are expected to spend around $800 billion this year alone to develop their artificial intelligence capabilities. Despite the increased spending, experts anticipate the growth rate to slow from approximately 100% this year to 54% in 2027, and then down to 12% in 2028, as companies need to generate annual revenues approaching a trillion dollars from AI applications to ensure profitability. Additionally, current market valuations show that stocks linked to AI infrastructure are trading at lower multiples than in previous years, reflecting a decline in expectations regarding the sustainability of the AI boom in the market.
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