星球日报|Sep 25, 2026 12:25
[Goldman Sachs: Amazon, Microsoft, Meta, and 3 other giants to spend $800 billion on AI infrastructure this year]
Odaily Planet Daily News - Goldman Sachs estimates that Amazon, Google parent company Alphabet, Microsoft, Oracle, and Meta will spend $800 billion on artificial intelligence infrastructure this year. Goldman Sachs notes that hyperscale cloud service providers need approximately $300 billion in annual AI revenue to break even. However, rising financing demands and infrastructure limitations may slow the growth rate of future expenditures.
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