Topic: #hyperscalers
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Morgan Stanley sees hyperscaler cash burn nearing $600 billion in 2027
Morgan Stanley's Oct. 15 report forecasts that hyperscalers and neoclouds will post their most negative free cash flow in 2027, with cash burn approaching $600 billion as AI compute investment nears $1.58 trillion.
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Goldman Sachs projects $1.2 trillion in 2027 hyperscaler AI capex, flags energy limits
Goldman Sachs strategists project the five largest US hyperscalers will spend roughly $1.2 trillion on AI infrastructure in 2027, Crypto Briefing reported. They named energy supply as one of three bottlenecks.