Goldman Sees Private Capital Leading AI Data Center Boom
Goldman Sachs raised its capital expenditure forecast for major tech firms to 5.3 trillion dollars through 2030. The brokerage expects private infrastructure and real estate markets to play a vital role in funding the expanding scale of AI data centers.
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Goldman Sachs raised its combined capex forecast for the four largest hyperscalers to $5.3 trillion between 2025 and 2030. This projection for META PLATFORMS INC-CLASS A, MICROSOFT CORP, AMAZON.COM INC, and ALPHABET INC-CL A rose from a prior estimate of $4.5 trillion. The revision signals a shift toward private infrastructure and real estate capital as traditional financing sources prove insufficient for AI data center demands.
