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Goldman sees $1.1 trillion of hyperscaler capex in 2027, $150 billion above operating cash flow
Morgan Stanley forecasts 29% cloud capex growth in 2027, corroborating Goldman's report, indicating AI compute demand exceeds capacity.
D1 +2.3% · +5d -2.9%
›8 waves of this story
2026-06-17 Goldman's ex-CEO revealed a high-risk tech-heavy portfolio, while the bank raised hyperscaler capex forecasts to $920B by 2027.
2026-06-26 Goldman warned the first hyperscaler to slow spending would be rewarded by markets; WSJ called AI build-out the third wave of inflation, with capex up ~75% YoY.
2026-07-08 Goldman's latest forecast chart showed hyperscaler capex reaching $1T in 2027, with 40-50% allocated to memory.
2026-07-15 Goldman projected $5.8T hyperscaler AI infrastructure spend by 2030, while credit markets showed stress over $250B in IG bond issuance.
2026-08-07 Goldman forecast a massive hyperscaler free cash flow reversal by Q3 2029, with only Microsoft currently positive.
2026-08-08 Goldman raised Nebius' 2030 revenue and EBITDA estimates, increased its stake to 10.5%, amid rumors of an upcoming hyperscaler deal.
2026-08-09 Goldman traders warned public IG credit markets are saturated as AI hyperscalers flood markets with record debt issuance.
2026-08-09 Morgan Stanley forecasts 29% cloud capex growth in 2027, corroborating Goldman's report, indicating AI compute demand exceeds capacity.
Other
Software Strength Continues as Rotation from Chips to Software Persists
Motley Fool reports rotation from chips to software; Morgan Stanley sees 29% cloud capex jump in 2027
D1 +1.4% · +5d +8.6%
›8 waves of this story
2026-07-31 Multiple sources show rotation from semis to software; IGV gained 4% past week
Goldman sees $1.1 trillion of hyperscaler capex in 2027, $150 billion above operating cash flow
Morgan Stanley forecasts 29% cloud capex growth in 2027, corroborating Goldman's report, indicating AI compute demand exceeds capacity.
D1 +2.3% · +5d -2.9%
›8 waves of this story
2026-06-17 Goldman's ex-CEO revealed a high-risk tech-heavy portfolio, while the bank raised hyperscaler capex forecasts to $920B by 2027.
2026-06-26 Goldman warned the first hyperscaler to slow spending would be rewarded by markets; WSJ called AI build-out the third wave of inflation, with capex up ~75% YoY.
2026-07-08 Goldman's latest forecast chart showed hyperscaler capex reaching $1T in 2027, with 40-50% allocated to memory.
2026-07-15 Goldman projected $5.8T hyperscaler AI infrastructure spend by 2030, while credit markets showed stress over $250B in IG bond issuance.
2026-08-07 Goldman forecast a massive hyperscaler free cash flow reversal by Q3 2029, with only Microsoft currently positive.
2026-08-08 Goldman raised Nebius' 2030 revenue and EBITDA estimates, increased its stake to 10.5%, amid rumors of an upcoming hyperscaler deal.
2026-08-09 Goldman traders warned public IG credit markets are saturated as AI hyperscalers flood markets with record debt issuance.
2026-08-09 Morgan Stanley forecasts 29% cloud capex growth in 2027, corroborating Goldman's report, indicating AI compute demand exceeds capacity.
Other
Software Strength Continues as Rotation from Chips to Software Persists
Motley Fool reports rotation from chips to software; Morgan Stanley sees 29% cloud capex jump in 2027
D1 +1.4% · +5d +8.6%
›8 waves of this story
2026-07-31 Multiple sources show rotation from semis to software; IGV gained 4% past week
