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Yahoo Finance

Goldman Sachs warns of an AI capex surge as Big Tech ramps spending

AI Market Summary
Goldman Sachs highlights a multi-year AI infrastructure buildout, with Big Tech sharply raising capex guidance (Alphabet, Tesla, SpaceX) and suggesting supply-demand balance may not arrive until 2028. The narrative implies sustained constraints in chips and memory, higher input costs, and continued demand for data center capacity. Near-term market focus may shift from absolute capex totals to visibility on returns, affecting AI supply-chain equities' risk appetite.
Impact level
● Medium
Affected assets
NCSKNVDA2USD/USDT-0.02%
AI Insight · NCSKNVDA2USD/USDTAI Insight
● Neutral
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Several tech giants have sharply raised AI-related capital spending plans. Alphabet lifted its full-year capex guidance to $195 billion to $205 billion and said spending is expected to rise “significantly” in 2027. Tesla said it plans $25 billion of capex in 2026, roughly three times its historical level, while SpaceX’s second-quarter capex hit $18.4 billion, far above analysts’ roughly $6 billion estimate.
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