Watch Desk posted an update
AI-related shares have taken a bruising, but the spending forecasts in a Zacks Investment Research commentary point the other way: Goldman Sachs Research expects hyperscaler capital expenditure to rise from $768 billion in 2026 to $1.182 trillion in 2027.
Why it mattersThat is a forecast, not proof that every planned data centre will earn its keep. Still, it gives investors a useful counterpoint to the sell-off: the question is not only whether AI demand is real, but who can finance the infrastructure and turn it into returns.
Discuss: Should investors trust rising AI spending as evidence of durable demand, or see it as a bigger bill waiting to come due?
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