---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000832488.md"
description: "Goldman Sachs: CapEx SpendRapid Growth in Long-Term Estimates> Massive Scaling Through 2028: Consensus estimates show hyperscaler capex growing dramatically over time, starting from $154 billion in 2023 and climbing to an expected $1,298 billion (+24%) by consensus 2028.> Near-Term Acceleration: Spending for 2026 is projected to reach $792 billion (+92%) compared to 2025 levels ($412 billion).Upward Revisions During Reporting Seasons> Climbing Expectations for 2026 & 2027: Consensus capex estimates for 2026 and 2027 have continued to rise throughout the reporting season.At the start of 2026, estimates stood at $546 billion (2026) and $630 billion (2027).By the start of Q2 earnings, projections jumped to $757 billion (+84%) for 2026 and $929 billion (+23%) for 2027.Current Estimates sit even higher at $793 billion (+93%) for 2026 and $1,053 billion (+33%) for 2027.$Microsoft(MSFT.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Oracle(ORCL.US)"
datetime: "2026-08-04T00:46:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000832488.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000832488.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000832488.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Goldman Sachs: CapEx SpendRapid Growth in Long-Ter…


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## Comments (1)

- **Benjamin · 2026-08-04T03:38:24.000Z**: depreciation from the 2026 build lands in 2027 and 2028 earnings, that part never shows up in these capex charts.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**