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Goldman Sachs: Six Tech Behemoths Must Rake in $1.42 Trillion in Revenue to Secure 15% Annualized ROIC for AI Computing Power
22 hour ago /
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Author：小编
Goldman Sachs has carried out a revenue stress test focusing on the computing power investments of six leading U.S. tech giants spanning from 2026 to 2027. The test findings reveal that these firms will have to collectively amass roughly $1.42 trillion in revenue between 2028 and 2030 to attain a 15% annualized return on invested capital for this wave of AI computing power investments. Goldman Sachs posits that the commercial value of diverse Tokens fluctuates, resulting in varying returns on AI capital outlays. Nevertheless, taking into account the market's growth prospects over the forthcoming 3 to 5 years, it is anticipated that capital poured into the AI sector will continue to yield favorable returns within the next 18 months.
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