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[Goldman Sachs expects Amazon, Google’s parent company Alphabet, Microsoft, Oracle and Meta to spend $800 billion on artificial intelligence infrastructure this year] September 25th, Goldman Sachs predicts Amazon, Google’s parent company Alphabet, Microsoft, Oracle and Meta will spend $800 billion on artificial intelligence infrastructure this year. Goldman Sachs' hyperscale cloud service provider needs about $300 billion in annual AI revenue to break even. However, rising financing needs and infrastructure constraints may weigh on future spending growth.
U.S. stock trends 🕐 2026-09-25 20:21

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