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AI IntelligenceSep 27, 2026Primary Market
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The Decoder · $1.2 trillion · Goldman Sachs

Goldman Sachs projects five tech giants will spend $1.2 trillion on AI by 2027: Goldman Sachs projects that Amazon, Alphabet, Microsoft, Oracle, and Meta will spend a combined $1.2 trillion on AI infrastructure in 2027. This projected spending represents an increase of more than 50 percent above current levels.

Frontier EditorialSource: The Decoder
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Goldman Sachs projects five tech giants will spend $1.2 trillion on AI by 2027: Goldman Sachs projects that Amazon, Alphabet, Microsoft, Oracle, and Meta will spend a combined $1.2 trillion on AI infrastructure in 2027. This projected spending represents an increase of more than 50 percent above current levels.

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