Goldman Sachs projects $1.2T in AI infrastructure capex by 2027 as energy becomes key bottleneck

Goldman Sachs strategists are projecting that the five biggest US hyperscalers will pour roughly $1.2 trillion into AI infrastructure capital expenditures in 2027. That figure represents a 50-54% jump from an estimated $800 billion in 2026, and it blows past Wall Street's consensus forecast of arou…