Goldman Sachs Says a $7.6 Trillion AI Spending Boom Is Coming. Skip the GPUs, Follow the Money Here

Goldman Sachs Says a $7.6 Trillion AI Spending Boom Is Coming. Skip the GPUs, Follow the Money Here →

Goldman Sachs sees hyperscalers accelerating toward a spending level that dwarfs anything the tech industry has attempted before, and the companies positioned to profit most may have nothing to do with the chips getting all the attention.