Goldman Sachs Warns of Rising Risks for AI Stocks Amid Capex Increase

Goldman Sachs has warned investors that while artificial intelligence capital expenditures are rising, so are the risks for AI stocks. Wall Street may be underestimating the true scale of hyperscaler capital expenditure.

11 Jun, 11:56 — 11 Jun, 11:56

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marketwatchMostly Factual59d ago

As artificial-intelligence capital expenditures rise, so do the risks for AI stocks, Goldman Sachs tells investors

Forecasts of $920 billion in AI-related capex in 2027 are likely too conservative.

By Jules Rimmer

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First report: marketwatch · 11 Jun, 11:56|Full coverage: 2 · 2h|Window: 2h

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marketwatch11 Jun, 11:56First to report

As artificial-intelligence capital expenditures rise, so do the risks for AI stocks, Goldman Sachs tells investors

2h later

seeking-alpha11 Jun, 14:06Latest update

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Goldman Sachs Warns of Rising Risks for AI Stocks Amid Capex Increase

Sources

As artificial-intelligence capital expenditures rise, so do the risks for AI stocks, Goldman Sachs tells investors

Coverage Timeline

As artificial-intelligence capital expenditures rise, so do the risks for AI stocks, Goldman Sachs tells investors

Wall Street may be lowballing hyperscaler capex - Goldman

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