Goldman Sachs 预计五大科技公司 2027 年 AI 基建支出达 1.2 万亿美元
Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimates
高盛算了笔账：五家科技巨头 2027 年要在 AI 基建上砸 1.2 万亿美元，比华尔街之前估的狠多了，规模堪比当年修铁路。
Goldman Sachs 预测 Amazon、Alphabet、Microsoft、Oracle 和 Meta 在 2027 年将合计投入 1.2 万亿美元建设 AI 基础设施，比今年水平高出 50% 以上。按占 GDP 比例计算，这将是自 19 世纪铁路建设以来规模最大的投资周期。报告同时指出，电力、劳动力和内存芯片的瓶颈可能拖慢支出节奏。这一预测明显高于华尔街目前的普遍估计。
Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimates
Goldman Sachs projects that Amazon, Alphabet, Microsoft, Oracle, and Meta will pour a combined $1.2 trillion into AI infrastructure in 2027, more than 50 percent above this year's levels. Measured against GDP, it would be the biggest investment cycle since railroad construction in the 19th century. Bottlenecks in power, labor, and memory chips could slow the pace, though. The article Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimates appeared first on The Decoder .
