Goldman Sachs: Cloud giant’s five-year AI capital expenditure may reach US$5.8 trillion; SK Hynix accelerates mass production of HBM 4 for Nvidia: Digital Intelligence Early Reference
Wednesday, July 15, 2026 No.1 Goldman Sachs: The five-year AI capital expenditure of the cloud giant or the $5.8 trillion single bond market is difficult to meet the financing needs. The latest estimates from the Goldman Sachs equity research team show that the combined AI (artificial intelligence) capital expenditure of five hyperscale cloud vendors - Microsoft, Amazon, Meta, Google and Oracle - will reach $5.8 trillion between 2025 and FY2030.
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