E
4 hours ago
Goldman Sachs: CapEx SpendRapid Growth in Long-Term Estimates> Massive Scaling Through 2028: Consensus estimates show…
Goldman Sachs: CapEx Spend
Rapid 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)
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.