Rohan Paul
@rohanpaul_ai
Goldman Sachs now projects Amazon, Meta, Google, Microsoft and Oracle will boost AI infrastructure spending by more than 50% to $1.2 trillion in 2027 and $1.4 trillion in 2028.
And "A surprise of $250 billion in either direction next year would move S&P 500 earnings growth by roughly 6 percentage points in the same direction"
