No. of Recommendations: 1
If you expand the lens over the next five years to include the broader tech industry ecosystem (adding Apple, Oracle, Tesla/xAI, private equity infrastructure funds, and global utility grid upgrades), Goldman estimates total baseline AI infrastructure spending will hit roughly $7.6 trillion . To put that into perspective, $5.3 trillion is larger than the entire annual gross domestic product (GDP) of economic powerhouses like Japan or India.
We old phartz have seen this before: over hype -> over investment -> over capacity -> default.
Steve
